CA
PNF

Continuum Advisory’s PIMCO New York Municipal Income Fund PNF Stock Holding History

Continuum Advisory’s Portfolio PNF Stock Details PNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,200
Closed -$33.6K – 1939
2024
Q3 		$33.6K Hold
4,200
– – ﹤0.01% 734
2024
Q2 		$32.9K Hold
4,200
– – ﹤0.01% 694
2024
Q1 		$32.8K Buy
+4,200
New +$33.3K ﹤0.01% 683

Other funds holding PNF

MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Continuum Advisory's PNF Position: Q4 2024 in Review

Continuum Advisory sold out of PIMCO New York Municipal Income Fund (PNF) in Q4 2024, closing a stake of 4,200 shares — an estimated $33.6K sold.

Continuum Advisory first reported a position in PNF in Q1 2024 and held it in 3 quarters. The position peaked at $33.6K in Q3 2024. 31 funds tracked by Wall St. Rank hold PNF as of Q4 2024.

  • Continuum Advisory reported no remaining PIMCO New York Municipal Income Fund position as of Q4 2024 after selling out during the quarter.
  • Continuum Advisory sold 4,200 PIMCO New York Municipal Income Fund shares in Q4 2024, an estimated $33.6K.
  • Continuum Advisory first reported a position in PIMCO New York Municipal Income Fund in Q1 2024 and held it in 3 quarters.
  • Continuum Advisory's PIMCO New York Municipal Income Fund position peaked at $33.6K in Q3 2024.
  • 31 funds tracked by Wall St. Rank held PIMCO New York Municipal Income Fund as of Q4 2024.

Based on Continuum Advisory's 13F filing for Q4 2024, filed 18 Feb 2025.