BWG
PZC

Beta Wealth Group’s PIMCO California Municipal Income Fund III PZC Stock Holding History

Beta Wealth Group’s Portfolio PZC Stock Details PZC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,604
Closed -$142K – 118
2024
Q4 		$142K Buy
+20,604
New +$148K 0.06% 106

Other funds holding PZC

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

Beta Wealth Group's PZC Position: Q1 2025 in Review

Beta Wealth Group sold out of PIMCO California Municipal Income Fund III (PZC) in Q1 2025, closing a stake of 20,604 shares — an estimated $142K sold.

Beta Wealth Group first reported a position in PZC in Q4 2024 and held it in 1 quarter. The position peaked at $142K in Q4 2024. 35 funds tracked by Wall St. Rank hold PZC as of Q1 2025.

  • Beta Wealth Group reported no remaining PIMCO California Municipal Income Fund III position as of Q1 2025 after selling out during the quarter.
  • Beta Wealth Group sold 20,604 PIMCO California Municipal Income Fund III shares in Q1 2025, an estimated $142K.
  • Beta Wealth Group first reported a position in PIMCO California Municipal Income Fund III in Q4 2024 and held it in 1 quarter.
  • Beta Wealth Group's PIMCO California Municipal Income Fund III position peaked at $142K in Q4 2024.
  • 35 funds tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q1 2025.

Based on Beta Wealth Group's 13F filing for Q1 2025, filed 9 May 2025.