BDO Wealth Advisors’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

BDO Wealth Advisors’s Portfolio PCN Stock Details PCN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$3.93K	Hold	300	–	–	﹤0.01%	799
2023 Q1	$3.76K	Hold	300	–	–	﹤0.01%	835
2022 Q4	$3.56K	Hold	300	–	–	﹤0.01%	806
2022 Q3	$4K	Hold	300	–	–	﹤0.01%	851
2022 Q2	$4K	Hold	300	–	–	﹤0.01%	824
2022 Q1	$5K	Hold	300	–	–	﹤0.01%	825
2021 Q4	$5K	Hold	300	–	–	﹤0.01%	829
2021 Q3	$5K	Hold	300	–	–	﹤0.01%	829
2021 Q2	$6K	Hold	300	–	–	﹤0.01%	843
2021 Q1	$5K	Buy	+300	New	+$5.17K	﹤0.01%	850

Other funds holding PCN

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

Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

GHE LLC Memphis, Tennessee $241M AUM 34.93% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

BDO Wealth Advisors's PCN Position: Q2 2023 in Review

BDO Wealth Advisors held its PIMCO Corporate & Income Strategy Fund (PCN) position steady in Q2 2023 at 300 shares worth $3.93K. The position accounts for ﹤0.01% of the portfolio, ranked #799.

BDO Wealth Advisors first reported a position in PCN in Q1 2021 and has held it in 10 quarters since. The position peaked at $6K in Q2 2021. 77 funds tracked by Wall St. Rank hold PCN as of Q2 2023.

BDO Wealth Advisors held 300 shares of PIMCO Corporate & Income Strategy Fund worth $3.93K as of Q2 2023.
BDO Wealth Advisors left its PIMCO Corporate & Income Strategy Fund share count unchanged in Q2 2023.
PIMCO Corporate & Income Strategy Fund made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #799 holding.
BDO Wealth Advisors first reported a position in PIMCO Corporate & Income Strategy Fund in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's PIMCO Corporate & Income Strategy Fund position peaked at $6K in Q2 2021.
77 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.