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Coppell Advisory Solutions Corp’s PIMCO Dynamic Income Fund PDI Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio PDI Stock Details PDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-204
Closed -$3.77K – 808
2022
Q4 		$3.77K Buy
+204
New +$4K ﹤0.01% 769

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CA
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Coppell Advisory Solutions Corp's PDI Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of PIMCO Dynamic Income Fund (PDI) in Q1 2023, closing a stake of 204 shares — an estimated $3.77K sold.

Coppell Advisory Solutions Corp first reported a position in PDI in Q4 2022 and held it in 1 quarter. The position peaked at $3.77K in Q4 2022. 239 funds tracked by Wall St. Rank hold PDI as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining PIMCO Dynamic Income Fund position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 204 PIMCO Dynamic Income Fund shares in Q1 2023, an estimated $3.77K.
  • Coppell Advisory Solutions Corp first reported a position in PIMCO Dynamic Income Fund in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's PIMCO Dynamic Income Fund position peaked at $3.77K in Q4 2022.
  • 239 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.