Arkadios Wealth Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-1,293	Closed	-$27K	–	1417
2021 Q3	$27K	Buy	1,293 +22	+2%	+$473	﹤0.01%	1106
2021 Q2	$29K	Sell	1,271 -5,979	-82%	-$125K	﹤0.01%	1135
2021 Q1	$145K	Buy	+7,250	New	+$147K	0.02%	464

Other funds holding PDO

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

AWA

Artemis Wealth Advisors New York $835M AUM 73.7% 1-Year Est. Return

RCM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SCM

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

Arkadios Wealth Advisors's PDO Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q4 2021, closing a stake of 1,293 shares — an estimated $27K sold.

Arkadios Wealth Advisors first reported a position in PDO in Q1 2021 and held it in 3 quarters. The position peaked at $145K in Q1 2021. 54 funds tracked by Wall St. Rank hold PDO as of Q4 2021.

Arkadios Wealth Advisors reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,293 PIMCO Dynamic Income Opportunities Fund shares in Q4 2021, an estimated $27K.
Arkadios Wealth Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2021 and held it in 3 quarters.
Arkadios Wealth Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $145K in Q1 2021.
54 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.