Cetera Advisor Networks’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Cetera Advisor Networks’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 Q1	$330K	Buy	25,071 +3,760	+18%	+$48.6K	﹤0.01%	2217
2023 Q4	$261K	Buy	21,311 +3,835	+22%	+$44.9K	﹤0.01%	2336
2023 Q3	$208K	Buy	17,476 +346	+2%	+$4.41K	﹤0.01%	2403
2023 Q2	$224K	Buy	17,130 +4,584	+37%	+$58.7K	﹤0.01%	2280
2023 Q1	$156K	Sell	12,546 -120	-0.9%	-$1.61K	﹤0.01%	2373
2022 Q4	$162K	Buy	+12,666	New	+$174K	﹤0.01%	2312

Other funds holding PDO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Advisor Networks's PDO Position: Q1 2024 in Review

Cetera Advisor Networks increased its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 18% in Q1 2024, buying an estimated $48.6K and bringing the position to 25,071 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

Cetera Advisor Networks first reported a position in PDO in Q4 2022 and has held it in 6 quarters since. 109 funds tracked by Wall St. Rank hold PDO as of Q1 2024.

Cetera Advisor Networks held 25,071 shares of PIMCO Dynamic Income Opportunities Fund worth $330K as of Q1 2024.
Cetera Advisor Networks bought 3,760 PIMCO Dynamic Income Opportunities Fund shares in Q1 2024, an estimated $48.6K.
PIMCO Dynamic Income Opportunities Fund made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2217 holding.
Cetera Advisor Networks first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2022 and has held it in 6 quarters since.
109 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.