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Csenge Advisory Group’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Csenge Advisory Group’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
2024
Q2 		– Sell
-20,720
Closed -$273K – 737
2024
Q1 		$273K Buy
+20,720
New +$268K 0.02% 577

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UBS Group
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Cohen & Steers
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PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Csenge Advisory Group's PDO Position: Q2 2024 in Review

Csenge Advisory Group sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q2 2024, closing a stake of 20,720 shares — an estimated $273K sold.

Csenge Advisory Group first reported a position in PDO in Q1 2024 and held it in 1 quarter. The position peaked at $273K in Q1 2024. 108 funds tracked by Wall St. Rank hold PDO as of Q2 2024.

  • Csenge Advisory Group reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Csenge Advisory Group sold 20,720 PIMCO Dynamic Income Opportunities Fund shares in Q2 2024, an estimated $273K.
  • Csenge Advisory Group first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2024 and held it in 1 quarter.
  • Csenge Advisory Group's PIMCO Dynamic Income Opportunities Fund position peaked at $273K in Q1 2024.
  • 108 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2024.

Based on Csenge Advisory Group's 13F filing for Q2 2024, filed 10 Jul 2024.