Allworth Financial’s Pimco California Municipal Income Fund PCQ Stock Holding History

Allworth Financial’s Portfolio PCQ Stock Details PCQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,408	Closed	-$21.2K	–	3267
2022 Q4	$21.2K	Hold	1,408	–	–	﹤0.01%	1335
2022 Q3	$20K	Buy	+1,408	New	+$21.1K	﹤0.01%	1293

Other funds holding PCQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

ACA

Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return

RCG

Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Allworth Financial's PCQ Position: Q1 2023 in Review

Allworth Financial sold out of Pimco California Municipal Income Fund (PCQ) in Q1 2023, closing a stake of 1,408 shares — an estimated $21.2K sold.

Allworth Financial first reported a position in PCQ in Q3 2022 and held it in 2 quarters. The position peaked at $21.2K in Q4 2022. 36 funds tracked by Wall St. Rank hold PCQ as of Q1 2023.

Allworth Financial reported no remaining Pimco California Municipal Income Fund position as of Q1 2023 after selling out during the quarter.
Allworth Financial sold 1,408 Pimco California Municipal Income Fund shares in Q1 2023, an estimated $21.2K.
Allworth Financial first reported a position in Pimco California Municipal Income Fund in Q3 2022 and held it in 2 quarters.
Allworth Financial's Pimco California Municipal Income Fund position peaked at $21.2K in Q4 2022.
36 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q1 2023.

Based on Allworth Financial's 13F filing for Q1 2023, filed 18 Apr 2023.