APA
PDO

American Portfolios Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

American Portfolios 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
2022
Q3 		$83.5K Sell
6,330
-640
-9% -$9.47K ﹤0.01% 1457
2022
Q2 		$96.5K Buy
6,970
+91
+1% +$1.41K ﹤0.01% 1418
2022
Q1 		$117K Buy
6,879
+2,290
+50% +$40.8K ﹤0.01% 1425
2021
Q4 		$89.8K Buy
4,589
+770
+20% +$15.8K ﹤0.01% 1567
2021
Q3 		$80.1K Buy
+3,819
New +$82.1K ﹤0.01% 1551

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWA
Artemis Wealth Advisors New York $835M AUM 83.73% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
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

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

American Portfolios Advisors reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 9.2% in Q3 2022, selling an estimated $9.47K and leaving 6,330 shares worth $83.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

American Portfolios Advisors first reported a position in PDO in Q3 2021 and has held it in 5 quarters since. The position peaked at $117K in Q1 2022. 80 funds tracked by Wall St. Rank hold PDO as of Q3 2022.

  • American Portfolios Advisors held 6,330 shares of PIMCO Dynamic Income Opportunities Fund worth $83.5K as of Q3 2022.
  • American Portfolios Advisors sold 640 PIMCO Dynamic Income Opportunities Fund shares in Q3 2022, an estimated $9.47K.
  • PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1457 holding.
  • American Portfolios Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2021 and has held it in 5 quarters since.
  • American Portfolios Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $117K in Q1 2022.
  • 80 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2022.

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