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Cresset Asset Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Cresset Asset 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
Q1 		– Sell
-20,375
Closed -$401K – 1102
2021
Q4 		$401K Buy
+20,375
New +$418K ﹤0.01% 769

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UBS Group
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RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
AWA
Artemis Wealth Advisors New York $835M AUM 73.7% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cresset Asset Management's PDO Position: Q1 2022 in Review

Cresset Asset Management sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q1 2022, closing a stake of 20,375 shares — an estimated $401K sold.

Cresset Asset Management first reported a position in PDO in Q4 2021 and held it in 1 quarter. The position peaked at $401K in Q4 2021. 63 funds tracked by Wall St. Rank hold PDO as of Q1 2022.

  • Cresset Asset Management reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q1 2022 after selling out during the quarter.
  • Cresset Asset Management sold 20,375 PIMCO Dynamic Income Opportunities Fund shares in Q1 2022, an estimated $401K.
  • Cresset Asset Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2021 and held it in 1 quarter.
  • Cresset Asset Management's PIMCO Dynamic Income Opportunities Fund position peaked at $401K in Q4 2021.
  • 63 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2022.

Based on Cresset Asset Management's 13F filing for Q1 2022, filed 16 May 2022.