CFO4Life Group’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

CFO4Life Group’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 Q4	–	Sell	-10,986	Closed	-$131K	–	198
2023 Q3	$131K	Hold	10,986	–	–	0.03%	158
2023 Q2	$143K	Hold	10,986	–	–	0.03%	164
2023 Q1	$136K	Sell	10,986 -21,800	-66%	-$293K	0.03%	154
2022 Q4	$419K	Buy	+32,786	New	+$452K	0.09%	114

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

CFO4Life Group's PDO Position: Q4 2023 in Review

CFO4Life Group sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q4 2023, closing a stake of 10,986 shares — an estimated $131K sold.

CFO4Life Group first reported a position in PDO in Q4 2022 and held it in 4 quarters. The position peaked at $419K in Q4 2022. 112 funds tracked by Wall St. Rank hold PDO as of Q4 2023.

CFO4Life Group reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q4 2023 after selling out during the quarter.
CFO4Life Group sold 10,986 PIMCO Dynamic Income Opportunities Fund shares in Q4 2023, an estimated $131K.
CFO4Life Group first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2022 and held it in 4 quarters.
CFO4Life Group's PIMCO Dynamic Income Opportunities Fund position peaked at $419K in Q4 2022.
112 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q4 2023.

Based on CFO4Life Group's 13F filing for Q4 2023, filed 24 Jan 2024.