CI
PCM

CX Institutional’s PCM Fund PCM Stock Holding History

CX Institutional’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-591
Closed -$5K – 946
2022
Q2 		$5K Buy
+591
New +$5.93K ﹤0.01% 1034
2021
Q4 		– Sell
-591
Closed -$7K – 751
2021
Q3 		$7K Buy
+591
New +$6.88K ﹤0.01% 858

Other funds holding PCM

SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

CX Institutional's PCM Position: Q3 2022 in Review

CX Institutional sold out of PCM Fund (PCM) in Q3 2022, closing a stake of 591 shares — an estimated $5K sold.

CX Institutional first reported a position in PCM in Q3 2021 and held it in 2 quarters. The position peaked at $7K in Q3 2021. 24 funds tracked by Wall St. Rank hold PCM as of Q3 2022.

  • CX Institutional reported no remaining PCM Fund position as of Q3 2022 after selling out during the quarter.
  • CX Institutional sold 591 PCM Fund shares in Q3 2022, an estimated $5K.
  • CX Institutional first reported a position in PCM Fund in Q3 2021 and held it in 2 quarters.
  • CX Institutional's PCM Fund position peaked at $7K in Q3 2021.
  • 24 funds tracked by Wall St. Rank held PCM Fund as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.