BDO Wealth Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

BDO Wealth Advisors’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 Q2	$5.35M	Buy	285,192 +10,077	+4%	+$183K	0.61%	32
2023 Q1	$4.96M	Buy	275,115 +8,989	+3%	+$176K	0.61%	28
2022 Q4	$4.92M	Buy	266,126 +8,520	+3%	+$167K	0.61%	30
2022 Q3	$4.99M	Buy	257,606 +7,772	+3%	+$164K	0.66%	28
2022 Q2	$5.21M	Buy	+249,834	New	+$5.54M	0.64%	29

Other funds holding PDI

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

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

RCM

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

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

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 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

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

BDO Wealth Advisors increased its PIMCO Dynamic Income Fund (PDI) stake by 3.7% in Q2 2023, buying an estimated $183K and bringing the position to 285,192 shares worth $5.35M. The position accounts for 0.61% of the portfolio, ranked #32.

BDO Wealth Advisors first reported a position in PDI in Q2 2022 and has held it in 5 quarters since. 243 funds tracked by Wall St. Rank hold PDI as of Q2 2023.

BDO Wealth Advisors held 285,192 shares of PIMCO Dynamic Income Fund worth $5.35M as of Q2 2023.
BDO Wealth Advisors bought 10,077 PIMCO Dynamic Income Fund shares in Q2 2023, an estimated $183K.
PIMCO Dynamic Income Fund made up 0.61% of BDO Wealth Advisors's portfolio in Q2 2023, its #32 holding.
BDO Wealth Advisors first reported a position in PIMCO Dynamic Income Fund in Q2 2022 and has held it in 5 quarters since.
243 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2023.

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