AWA
ISD

Amplius Wealth Advisors’s PGIM High Yield Bond Fund ISD Stock Holding History

Amplius Wealth Advisors’s Portfolio ISD Stock Details ISD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,000
Closed -$80K – 526
2021
Q4 		$80K Buy
+5,000
New +$80.8K 0.01% 271

Other funds holding ISD

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Amplius Wealth Advisors's ISD Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of PGIM High Yield Bond Fund (ISD) in Q1 2022, closing a stake of 5,000 shares — an estimated $80K sold.

Amplius Wealth Advisors first reported a position in ISD in Q4 2021 and held it in 1 quarter. The position peaked at $80K in Q4 2021. 81 funds tracked by Wall St. Rank hold ISD as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining PGIM High Yield Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 5,000 PGIM High Yield Bond Fund shares in Q1 2022, an estimated $80K.
  • Amplius Wealth Advisors first reported a position in PGIM High Yield Bond Fund in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's PGIM High Yield Bond Fund position peaked at $80K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.