BRA
PDO

Biechele Royce Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Biechele Royce Advisors’s Portfolio PDO Stock Details PDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$217K Hold
15,400
– – 0.07% 54
2024
Q2 		$205K Buy
+15,400
New +$202K 0.07% 56
2023
Q3 		– Sell
-16,460
Closed -$215K – 71
2023
Q2 		$215K Buy
+16,460
New +$211K 0.07% 69

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Biechele Royce Advisors's PDO Position: Q3 2024 in Review

Biechele Royce Advisors held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q3 2024 at 15,400 shares worth $217K. The position accounts for 0.07% of the portfolio, ranked #54.

Biechele Royce Advisors first reported a position in PDO in Q2 2023 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold PDO as of Q3 2024.

  • Biechele Royce Advisors held 15,400 shares of PIMCO Dynamic Income Opportunities Fund worth $217K as of Q3 2024.
  • Biechele Royce Advisors left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q3 2024.
  • PIMCO Dynamic Income Opportunities Fund made up 0.07% of Biechele Royce Advisors's portfolio in Q3 2024, its #54 holding.
  • Biechele Royce Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2023 and has held it in 3 quarters since.
  • 103 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2024.

Based on Biechele Royce Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.