AFG
PCM

Atomi Financial Group’s PCM Fund PCM Stock Holding History

Atomi Financial Group’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
Q4 		– Sell
-28,710
Closed -$256K – 616
2023
Q3 		$256K Buy
+28,710
New +$271K 0.09% 280

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
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Atomi Financial Group's PCM Position: Q4 2023 in Review

Atomi Financial Group sold out of PCM Fund (PCM) in Q4 2023, closing a stake of 28,710 shares — an estimated $256K sold.

Atomi Financial Group first reported a position in PCM in Q3 2023 and held it in 1 quarter. The position peaked at $256K in Q3 2023. 24 funds tracked by Wall St. Rank hold PCM as of Q4 2023.

  • Atomi Financial Group reported no remaining PCM Fund position as of Q4 2023 after selling out during the quarter.
  • Atomi Financial Group sold 28,710 PCM Fund shares in Q4 2023, an estimated $256K.
  • Atomi Financial Group first reported a position in PCM Fund in Q3 2023 and held it in 1 quarter.
  • Atomi Financial Group's PCM Fund position peaked at $256K in Q3 2023.
  • 24 funds tracked by Wall St. Rank held PCM Fund as of Q4 2023.

Based on Atomi Financial Group's 13F filing for Q4 2023, filed 8 Feb 2024.