CASC
PHK

Coppell Advisory Solutions Corp’s PIMCO High Income Fund PHK Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio PHK Stock Details PHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,629
Closed -$7.71K – 820
2022
Q4 		$7.71K Buy
+1,629
New +$7.84K ﹤0.01% 650

Other funds holding PHK

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Coppell Advisory Solutions Corp sold out of PIMCO High Income Fund (PHK) in Q1 2023, closing a stake of 1,629 shares — an estimated $7.71K sold.

Coppell Advisory Solutions Corp first reported a position in PHK in Q4 2022 and held it in 1 quarter. The position peaked at $7.71K in Q4 2022. 98 funds tracked by Wall St. Rank hold PHK as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining PIMCO High Income Fund position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 1,629 PIMCO High Income Fund shares in Q1 2023, an estimated $7.71K.
  • Coppell Advisory Solutions Corp first reported a position in PIMCO High Income Fund in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's PIMCO High Income Fund position peaked at $7.71K in Q4 2022.
  • 98 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q1 2023.

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