AWM
PMF

Able Wealth Management’s PIMCO Municipal Income Fund PMF Stock Holding History

Able Wealth Management’s Portfolio PMF Stock Details PMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,000
Closed -$9.33K – 444
2023
Q4 		$9.33K Buy
+1,000
New +$8.7K 0.01% 285

Other funds holding PMF

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SAM
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GCP
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Able Wealth Management's PMF Position: Q1 2024 in Review

Able Wealth Management sold out of PIMCO Municipal Income Fund (PMF) in Q1 2024, closing a stake of 1,000 shares — an estimated $9.33K sold.

Able Wealth Management first reported a position in PMF in Q4 2023 and held it in 1 quarter. The position peaked at $9.33K in Q4 2023. 56 funds tracked by Wall St. Rank hold PMF as of Q1 2024.

  • Able Wealth Management reported no remaining PIMCO Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 1,000 PIMCO Municipal Income Fund shares in Q1 2024, an estimated $9.33K.
  • Able Wealth Management first reported a position in PIMCO Municipal Income Fund in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's PIMCO Municipal Income Fund position peaked at $9.33K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.