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Carolinas Wealth Consulting’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Carolinas Wealth Consulting’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
2023
Q1 		– Sell
-4,549
Closed -$58.7K – 1110
2022
Q4 		$58.7K Hold
4,549
– – 0.01% 326
2022
Q3 		$60K Buy
+4,549
New +$67.3K 0.02% 305

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Carolinas Wealth Consulting's PDO Position: Q1 2023 in Review

Carolinas Wealth Consulting sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q1 2023, closing a stake of 4,549 shares — an estimated $58.7K sold.

Carolinas Wealth Consulting first reported a position in PDO in Q3 2022 and held it in 2 quarters. The position peaked at $60K in Q3 2022. 102 funds tracked by Wall St. Rank hold PDO as of Q1 2023.

  • Carolinas Wealth Consulting reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 4,549 PIMCO Dynamic Income Opportunities Fund shares in Q1 2023, an estimated $58.7K.
  • Carolinas Wealth Consulting first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2022 and held it in 2 quarters.
  • Carolinas Wealth Consulting's PIMCO Dynamic Income Opportunities Fund position peaked at $60K in Q3 2022.
  • 102 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2023, filed 16 May 2023.