CPA
PDX

Clear Point Advisors’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Clear Point Advisors’s Portfolio PDX Stock Details PDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-276
Closed -$6.52K – 410
2024
Q3 		$6.52K Buy
+276
New +$6.34K 0.01% 372

Other funds holding PDX

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RCM
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TJHA
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PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Clear Point Advisors's PDX Position: Q4 2024 in Review

Clear Point Advisors sold out of PIMCO Dynamic Income Strategy Fund (PDX) in Q4 2024, closing a stake of 276 shares — an estimated $6.52K sold.

Clear Point Advisors first reported a position in PDX in Q3 2024 and held it in 1 quarter. The position peaked at $6.52K in Q3 2024. 80 funds tracked by Wall St. Rank hold PDX as of Q4 2024.

  • Clear Point Advisors reported no remaining PIMCO Dynamic Income Strategy Fund position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 276 PIMCO Dynamic Income Strategy Fund shares in Q4 2024, an estimated $6.52K.
  • Clear Point Advisors first reported a position in PIMCO Dynamic Income Strategy Fund in Q3 2024 and held it in 1 quarter.
  • Clear Point Advisors's PIMCO Dynamic Income Strategy Fund position peaked at $6.52K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.