Belpointe Asset Management
PKO

Belpointe Asset Management’s Pimco Income Opportunity Fund PKO Stock Holding History

Belpointe Asset Management’s Portfolio PKO Stock Details PKO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-6,683
Closed -$164K – 1283
2021
Q3 		$164K Buy
6,683
+2,405
+56% +$62.8K 0.01% 944
2021
Q2 		$114K Sell
4,278
-2,825
-40% -$75.9K 0.01% 1075
2021
Q1 		$187K Buy
7,103
+168
+2% +$4.3K 0.02% 776
2020
Q4 		$175K Buy
+6,935
New +$166K 0.02% 740

Belpointe Asset Management's PKO Position: Q4 2021 in Review

Belpointe Asset Management sold out of Pimco Income Opportunity Fund (PKO) in Q4 2021, closing a stake of 6,683 shares — an estimated $164K sold.

Belpointe Asset Management first reported a position in PKO in Q4 2020 and held it in 4 quarters. The position peaked at $187K in Q1 2021. 0 funds tracked by Wall St. Rank hold PKO as of Q4 2021.

  • Belpointe Asset Management reported no remaining Pimco Income Opportunity Fund position as of Q4 2021 after selling out during the quarter.
  • Belpointe Asset Management sold 6,683 Pimco Income Opportunity Fund shares in Q4 2021, an estimated $164K.
  • Belpointe Asset Management first reported a position in Pimco Income Opportunity Fund in Q4 2020 and held it in 4 quarters.
  • Belpointe Asset Management's Pimco Income Opportunity Fund position peaked at $187K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q4 2021.

Based on Belpointe Asset Management's 13F filing for Q4 2021, filed 15 Feb 2022.