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Belpointe Asset Management’s Pimco California Municipal Income Fund PCQ Stock Holding History

Belpointe Asset Management’s Portfolio PCQ Stock Details PCQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1,074
Closed -$10.8K – 2518
2023
Q1 		$10.8K Buy
1,074
+11
+1% +$118 ﹤0.01% 2674
2022
Q4 		$16K Buy
+1,063
New +$15.9K ﹤0.01% 2336

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ACA
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RCM
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WAM
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FFA
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Belpointe Asset Management's PCQ Position: Q2 2023 in Review

Belpointe Asset Management sold out of Pimco California Municipal Income Fund (PCQ) in Q2 2023, closing a stake of 1,074 shares — an estimated $10.8K sold.

Belpointe Asset Management first reported a position in PCQ in Q4 2022 and held it in 2 quarters. The position peaked at $16K in Q4 2022. 35 funds tracked by Wall St. Rank hold PCQ as of Q2 2023.

  • Belpointe Asset Management reported no remaining Pimco California Municipal Income Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 1,074 Pimco California Municipal Income Fund shares in Q2 2023, an estimated $10.8K.
  • Belpointe Asset Management first reported a position in Pimco California Municipal Income Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Pimco California Municipal Income Fund position peaked at $16K in Q4 2022.
  • 35 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.