Axxcess Wealth Management
RCS icon

Axxcess Wealth Management’s PIMCO Strategic Income Fund RCS Stock Holding History

Axxcess Wealth Management’s Portfolio RCS Stock Details RCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-49,212
Closed -$243K – 676
2022
Q4 		$243K Buy
+49,212
New +$251K 0.02% 503

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Axxcess Wealth Management's RCS Position: Q1 2023 in Review

Axxcess Wealth Management sold out of PIMCO Strategic Income Fund (RCS) in Q1 2023, closing a stake of 49,212 shares — an estimated $243K sold.

Axxcess Wealth Management first reported a position in RCS in Q4 2022 and held it in 1 quarter. The position peaked at $243K in Q4 2022. 52 funds tracked by Wall St. Rank hold RCS as of Q1 2023.

  • Axxcess Wealth Management reported no remaining PIMCO Strategic Income Fund position as of Q1 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 49,212 PIMCO Strategic Income Fund shares in Q1 2023, an estimated $243K.
  • Axxcess Wealth Management first reported a position in PIMCO Strategic Income Fund in Q4 2022 and held it in 1 quarter.
  • Axxcess Wealth Management's PIMCO Strategic Income Fund position peaked at $243K in Q4 2022.
  • 52 funds tracked by Wall St. Rank held PIMCO Strategic Income Fund as of Q1 2023.

Based on Axxcess Wealth Management's 13F filing for Q1 2023, filed 3 May 2023.