DPW
PGP

DiNuzzo Private Wealth’s PIMCO Global StockPLUS & Income Fund PGP Stock Holding History

DiNuzzo Private Wealth’s Portfolio PGP Stock Details PGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-200
Closed -$1.68K – 1452
2024
Q3 		$1.68K Buy
+200
New +$1.56K ﹤0.01% 675

Other funds holding PGP

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DiNuzzo Private Wealth's PGP Position: Q4 2024 in Review

DiNuzzo Private Wealth sold out of PIMCO Global StockPLUS & Income Fund (PGP) in Q4 2024, closing a stake of 200 shares — an estimated $1.68K sold.

DiNuzzo Private Wealth first reported a position in PGP in Q3 2024 and held it in 1 quarter. The position peaked at $1.68K in Q3 2024. 29 funds tracked by Wall St. Rank hold PGP as of Q4 2024.

  • DiNuzzo Private Wealth reported no remaining PIMCO Global StockPLUS & Income Fund position as of Q4 2024 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 200 PIMCO Global StockPLUS & Income Fund shares in Q4 2024, an estimated $1.68K.
  • DiNuzzo Private Wealth first reported a position in PIMCO Global StockPLUS & Income Fund in Q3 2024 and held it in 1 quarter.
  • DiNuzzo Private Wealth's PIMCO Global StockPLUS & Income Fund position peaked at $1.68K in Q3 2024.
  • 29 funds tracked by Wall St. Rank held PIMCO Global StockPLUS & Income Fund as of Q4 2024.

Based on DiNuzzo Private Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.