Citadel Advisors
PFL

Citadel Advisors’s PIMCO Income Strategy Fund PFL Stock Holding History

Citadel Advisors’s Portfolio PFL Stock Details PFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,811
Closed -$91.7K – 15103
2024
Q1 		$91.7K Buy
+10,811
New +$91.5K ﹤0.01% 11473

Other funds holding PFL

IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Citadel Advisors's PFL Position: Q2 2024 in Review

Citadel Advisors sold out of PIMCO Income Strategy Fund (PFL) in Q2 2024, closing a stake of 10,811 shares — an estimated $91.7K sold.

Citadel Advisors first reported a position in PFL in Q1 2024 and held it in 1 quarter. The position peaked at $91.7K in Q1 2024. 62 funds tracked by Wall St. Rank hold PFL as of Q2 2024.

  • Citadel Advisors reported no remaining PIMCO Income Strategy Fund position as of Q2 2024 after selling out during the quarter.
  • Citadel Advisors sold 10,811 PIMCO Income Strategy Fund shares in Q2 2024, an estimated $91.7K.
  • Citadel Advisors first reported a position in PIMCO Income Strategy Fund in Q1 2024 and held it in 1 quarter.
  • Citadel Advisors's PIMCO Income Strategy Fund position peaked at $91.7K in Q1 2024.
  • 62 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q2 2024.

Based on Citadel Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.