AWS
PZC

Atria Wealth Solutions’s PIMCO California Municipal Income Fund III PZC Stock Holding History

Atria Wealth Solutions’s Portfolio PZC Stock Details PZC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-96,943
Closed -$808K – 1939
2022
Q4 		$808K Hold
96,943
– – 0.01% 855
2022
Q3 		$710K Buy
+96,943
New +$803K 0.01% 855

Other funds holding PZC

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Atria Wealth Solutions's PZC Position: Q1 2023 in Review

Atria Wealth Solutions sold out of PIMCO California Municipal Income Fund III (PZC) in Q1 2023, closing a stake of 96,943 shares — an estimated $808K sold.

Atria Wealth Solutions first reported a position in PZC in Q3 2022 and held it in 2 quarters. The position peaked at $808K in Q4 2022. 31 funds tracked by Wall St. Rank hold PZC as of Q1 2023.

  • Atria Wealth Solutions reported no remaining PIMCO California Municipal Income Fund III position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 96,943 PIMCO California Municipal Income Fund III shares in Q1 2023, an estimated $808K.
  • Atria Wealth Solutions first reported a position in PIMCO California Municipal Income Fund III in Q3 2022 and held it in 2 quarters.
  • Atria Wealth Solutions's PIMCO California Municipal Income Fund III position peaked at $808K in Q4 2022.
  • 31 funds tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.