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Cornerstone Wealth Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Cornerstone Wealth Management’s Portfolio PDO Stock Details PDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-12,286
Closed -$209K – 474
2022
Q1 		$209K Buy
+12,286
New +$219K 0.02% 443

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Invesco
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AWA
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Cohen & Steers
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cornerstone Wealth Management's PDO Position: Q2 2022 in Review

Cornerstone Wealth Management sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q2 2022, closing a stake of 12,286 shares — an estimated $209K sold.

Cornerstone Wealth Management first reported a position in PDO in Q1 2022 and held it in 1 quarter. The position peaked at $209K in Q1 2022. 79 funds tracked by Wall St. Rank hold PDO as of Q2 2022.

  • Cornerstone Wealth Management reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q2 2022 after selling out during the quarter.
  • Cornerstone Wealth Management sold 12,286 PIMCO Dynamic Income Opportunities Fund shares in Q2 2022, an estimated $209K.
  • Cornerstone Wealth Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2022 and held it in 1 quarter.
  • Cornerstone Wealth Management's PIMCO Dynamic Income Opportunities Fund position peaked at $209K in Q1 2022.
  • 79 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2022.

Based on Cornerstone Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.