All Season Financial Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

All Season Financial Advisors’s Portfolio PDI Stock Details PDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$774K	Buy	38,208 +555	+1%	+$10.6K	0.66%	41
2024 Q2	$708K	Buy	37,653 +8,502	+29%	+$163K	0.64%	38
2024 Q1	$562K	Buy	29,151 +1,976	+7%	+$37.5K	0.47%	59
2023 Q4	$488K	Sell	27,175 -9,322	-26%	-$160K	0.41%	69
2023 Q3	$631K	Buy	36,497 +2,091	+6%	+$38.5K	0.64%	39
2023 Q2	$645K	Buy	34,406 +271	+0.8%	+$4.93K	0.58%	41
2023 Q1	$615K	Buy	34,135 +319	+0.9%	+$6.25K	0.56%	43
2022 Q4	$625K	Buy	33,816 +9,212	+37%	+$181K	0.55%	46
2022 Q3	$477K	Buy	24,604 +8,911	+57%	+$188K	0.52%	41
2022 Q2	$328K	Buy	15,693 +176	+1%	+$3.9K	0.28%	89
2022 Q1	$378K	Sell	15,517 -9,279	-37%	-$228K	0.27%	91
2021 Q4	$642K	Buy	+24,796	New	+$648K	0.45%	44

Other funds holding PDI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

All Season Financial Advisors's PDI Position: Q3 2024 in Review

All Season Financial Advisors increased its PIMCO Dynamic Income Fund (PDI) stake by 1.5% in Q3 2024, buying an estimated $10.6K and bringing the position to 38,208 shares worth $774K. The position accounts for 0.66% of the portfolio, ranked #41.

All Season Financial Advisors first reported a position in PDI in Q4 2021 and has held it in 12 quarters since. 291 funds tracked by Wall St. Rank hold PDI as of Q3 2024.

All Season Financial Advisors held 38,208 shares of PIMCO Dynamic Income Fund worth $774K as of Q3 2024.
All Season Financial Advisors bought 555 PIMCO Dynamic Income Fund shares in Q3 2024, an estimated $10.6K.
PIMCO Dynamic Income Fund made up 0.66% of All Season Financial Advisors's portfolio in Q3 2024, its #41 holding.
All Season Financial Advisors first reported a position in PIMCO Dynamic Income Fund in Q4 2021 and has held it in 12 quarters since.
291 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.