D'Orazio & Associates’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

D'Orazio & Associates’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
2021 Q4	–	Sell	-1,050	Closed	-$22K	–	530
2021 Q3	$22K	Buy	1,050 +450	+75%	+$9.67K	0.01%	370
2021 Q2	$14K	Buy	+600	New	+$12.6K	﹤0.01%	284

Other funds holding PDO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWA

Artemis Wealth Advisors New York $835M AUM 73.7% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

D'Orazio & Associates's PDO Position: Q4 2021 in Review

D'Orazio & Associates sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q4 2021, closing a stake of 1,050 shares — an estimated $22K sold.

D'Orazio & Associates first reported a position in PDO in Q2 2021 and held it in 2 quarters. The position peaked at $22K in Q3 2021. 54 funds tracked by Wall St. Rank hold PDO as of Q4 2021.

D'Orazio & Associates reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 1,050 PIMCO Dynamic Income Opportunities Fund shares in Q4 2021, an estimated $22K.
D'Orazio & Associates first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2021 and held it in 2 quarters.
D'Orazio & Associates's PIMCO Dynamic Income Opportunities Fund position peaked at $22K in Q3 2021.
54 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.