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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-45,211	Closed	-$537K	–	112
2023 Q3	$537K	Sell	45,211 -18,626	-29%	-$237K	0.54%	49
2023 Q2	$834K	Buy	63,837 +192	+0.3%	+$2.46K	0.75%	31
2023 Q1	$789K	Buy	63,645 +12,941	+26%	+$174K	0.71%	34
2022 Q4	$647K	Buy	50,704 +25,424	+101%	+$350K	0.57%	41
2022 Q3	$333K	Buy	25,280 +1,131	+5%	+$16.7K	0.36%	56
2022 Q2	$334K	Buy	+24,149	New	+$373K	0.29%	84
2021 Q4	–	Sell	-17,671	Closed	-$371K	–	148
2021 Q3	$371K	Buy	17,671 +2,107	+14%	+$45.3K	0.3%	86
2021 Q2	$361K	Buy	+15,564	New	+$326K	0.26%	88

Other funds holding PDO

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

All Season Financial Advisors's PDO Position: Q4 2023 in Review

All Season Financial Advisors sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q4 2023, closing a stake of 45,211 shares — an estimated $537K sold.

All Season Financial Advisors first reported a position in PDO in Q2 2021 and held it in 8 quarters. The position peaked at $834K in Q2 2023. 111 funds tracked by Wall St. Rank hold PDO as of Q4 2023.

All Season Financial Advisors reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q4 2023 after selling out during the quarter.
All Season Financial Advisors sold 45,211 PIMCO Dynamic Income Opportunities Fund shares in Q4 2023, an estimated $537K.
All Season Financial Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2021 and held it in 8 quarters.
All Season Financial Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $834K in Q2 2023.
111 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q4 2023.

Based on All Season Financial Advisors's 13F filing for Q4 2023, filed 24 Jan 2024.