CIAS
PCM

Capital Investment Advisory Services’s PCM Fund PCM Stock Holding History

Capital Investment Advisory Services’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-10,000
Closed -$114K – 830
2021
Q3 		$114K Hold
10,000
– – 0.01% 503
2021
Q2 		$119K Hold
10,000
– – 0.02% 517
2021
Q1 		$115K Hold
10,000
– – 0.02% 467
2020
Q4 		$107K Hold
10,000
– – 0.02% 457
2020
Q3 		$101K Buy
+10,000
New +$97.1K 0.02% 405

Other funds holding PCM

SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Capital Investment Advisory Services's PCM Position: Q4 2021 in Review

Capital Investment Advisory Services sold out of PCM Fund (PCM) in Q4 2021, closing a stake of 10,000 shares — an estimated $114K sold.

Capital Investment Advisory Services first reported a position in PCM in Q3 2020 and held it in 5 quarters. The position peaked at $119K in Q2 2021. 23 funds tracked by Wall St. Rank hold PCM as of Q4 2021.

  • Capital Investment Advisory Services reported no remaining PCM Fund position as of Q4 2021 after selling out during the quarter.
  • Capital Investment Advisory Services sold 10,000 PCM Fund shares in Q4 2021, an estimated $114K.
  • Capital Investment Advisory Services first reported a position in PCM Fund in Q3 2020 and held it in 5 quarters.
  • Capital Investment Advisory Services's PCM Fund position peaked at $119K in Q2 2021.
  • 23 funds tracked by Wall St. Rank held PCM Fund as of Q4 2021.

Based on Capital Investment Advisory Services's 13F filing for Q4 2021, filed 1 Feb 2022.