Baystate Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Baystate Wealth Management’s Portfolio PDI Stock Details PDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$18K	Buy	+1,001	New	+$17.2K	﹤0.01%	583

Other funds holding PDI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SCM

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

Baystate Wealth Management's PDI Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in PIMCO Dynamic Income Fund (PDI) in Q4 2023: 1,001 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #583 among its holdings.

260 funds tracked by Wall St. Rank hold PDI as of Q4 2023.

Baystate Wealth Management held 1,001 shares of PIMCO Dynamic Income Fund worth $18K as of Q4 2023.
PIMCO Dynamic Income Fund was a new Baystate Wealth Management position in Q4 2023.
PIMCO Dynamic Income Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #583 holding.
260 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.