AAS
PCM

Ameritas Advisory Services’s PCM Fund PCM Stock Holding History

Ameritas Advisory Services’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
2023
Q2 		– Sell
-2,250
Closed -$18.9K – 1954
2023
Q1 		$18.9K Buy
+2,250
New +$20.1K ﹤0.01% 1670

Other funds holding PCM

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Ameritas Advisory Services's PCM Position: Q2 2023 in Review

Ameritas Advisory Services sold out of PCM Fund (PCM) in Q2 2023, closing a stake of 2,250 shares — an estimated $18.9K sold.

Ameritas Advisory Services first reported a position in PCM in Q1 2023 and held it in 1 quarter. The position peaked at $18.9K in Q1 2023. 24 funds tracked by Wall St. Rank hold PCM as of Q2 2023.

  • Ameritas Advisory Services reported no remaining PCM Fund position as of Q2 2023 after selling out during the quarter.
  • Ameritas Advisory Services sold 2,250 PCM Fund shares in Q2 2023, an estimated $18.9K.
  • Ameritas Advisory Services first reported a position in PCM Fund in Q1 2023 and held it in 1 quarter.
  • Ameritas Advisory Services's PCM Fund position peaked at $18.9K in Q1 2023.
  • 24 funds tracked by Wall St. Rank held PCM Fund as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.