American Portfolios Advisors’s PCM Fund PCM Stock Holding History

American Portfolios Advisors’s Portfolio PCM Stock Details PCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$35.9K	Buy	4,500 +500	+13%	+$4.78K	﹤0.01%	1895
2022 Q2	$37K	Hold	4,000	–	–	﹤0.01%	1926
2022 Q1	$40.7K	Hold	4,000	–	–	﹤0.01%	1986
2021 Q4	$42.9K	Hold	4,000	–	–	﹤0.01%	1935
2021 Q3	$45.4K	Hold	4,000	–	–	﹤0.01%	1813
2021 Q2	$47.5K	Hold	4,000	–	–	﹤0.01%	1749
2021 Q1	$45.8K	Hold	4,000	–	–	﹤0.01%	1638
2020 Q4	$42.9K	Hold	4,000	–	–	﹤0.01%	1474
2020 Q3	$40.5K	Hold	4,000	–	–	﹤0.01%	1399
2020 Q2	$37.7K	Sell	4,000 -1,000	-20%	-$8.95K	﹤0.01%	1393
2020 Q1	$39.7K	Hold	5,000	–	–	﹤0.01%	1262
2019 Q4	$57.3K	Hold	5,000	–	–	﹤0.01%	1291
2019 Q3	$55.6K	Hold	5,000	–	–	﹤0.01%	1237
2019 Q2	$56.6K	Hold	5,000	–	–	﹤0.01%	1215
2019 Q1	$55.7K	Sell	5,000 -900	-15%	-$9.68K	0.01%	1146
2018 Q4	$59.9K	Hold	5,900	–	–	0.01%	943
2018 Q3	$66.7K	Hold	5,900	–	–	0.01%	989
2018 Q2	$67.6K	Buy	5,900 +4,000	+211%	+$46.5K	0.01%	961
2018 Q1	$21.5K	Buy	1,900 +900	+90%	+$10K	﹤0.01%	1359
2017 Q4	$11.6K	Buy	+1,000	New	+$11.6K	﹤0.01%	1522

Other funds holding PCM

SCM

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

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

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

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

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

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

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

American Portfolios Advisors's PCM Position: Q3 2022 in Review

American Portfolios Advisors increased its PCM Fund (PCM) stake by 13% in Q3 2022, buying an estimated $4.78K and bringing the position to 4,500 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

American Portfolios Advisors first reported a position in PCM in Q4 2017 and has held it in 20 quarters since. The position peaked at $67.6K in Q2 2018. 24 funds tracked by Wall St. Rank hold PCM as of Q3 2022.

American Portfolios Advisors held 4,500 shares of PCM Fund worth $35.9K as of Q3 2022.
American Portfolios Advisors bought 500 PCM Fund shares in Q3 2022, an estimated $4.78K.
PCM Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1895 holding.
American Portfolios Advisors first reported a position in PCM Fund in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's PCM Fund position peaked at $67.6K in Q2 2018.
24 funds tracked by Wall St. Rank held PCM Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.