AWM
PDX

Activest Wealth Management’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Activest Wealth Management’s Portfolio PDX Stock Details PDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-13,935
Closed -$200K – 482
2022
Q4 		$200K Hold
13,935
– – 0.06% 87
2022
Q3 		$200K Buy
+13,935
New +$202K 0.06% 86

Other funds holding PDX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Activest Wealth Management's PDX Position: Q1 2023 in Review

Activest Wealth Management sold out of PIMCO Dynamic Income Strategy Fund (PDX) in Q1 2023, closing a stake of 13,935 shares — an estimated $200K sold.

Activest Wealth Management first reported a position in PDX in Q3 2022 and held it in 2 quarters. The position peaked at $200K in Q3 2022. 58 funds tracked by Wall St. Rank hold PDX as of Q1 2023.

  • Activest Wealth Management reported no remaining PIMCO Dynamic Income Strategy Fund position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 13,935 PIMCO Dynamic Income Strategy Fund shares in Q1 2023, an estimated $200K.
  • Activest Wealth Management first reported a position in PIMCO Dynamic Income Strategy Fund in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's PIMCO Dynamic Income Strategy Fund position peaked at $200K in Q3 2022.
  • 58 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.