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Baystate Wealth Management’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Baystate Wealth Management’s Portfolio PTY Stock Details PTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$6.68K Buy
+504
New +$6.62K ﹤0.01% 815

Other funds holding PTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

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

Baystate Wealth Management opened a new position in PIMCO Corporate & Income Opportunity Fund (PTY) in Q4 2023: 504 shares worth $6.68K. The stake represents ﹤0.01% of the portfolio and ranks #815 among its holdings.

169 funds tracked by Wall St. Rank hold PTY as of Q4 2023.

  • Baystate Wealth Management held 504 shares of PIMCO Corporate & Income Opportunity Fund worth $6.68K as of Q4 2023.
  • PIMCO Corporate & Income Opportunity Fund was a new Baystate Wealth Management position in Q4 2023.
  • PIMCO Corporate & Income Opportunity Fund made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #815 holding.
  • 169 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q4 2023.

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