Dowling & Yahnke’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Dowling & Yahnke’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 Q3	$228K	Buy	+17,299	New	+$256K	0.01%	338

Other funds holding PDO

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

RCM

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWA

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

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

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

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

PCM

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

Dowling & Yahnke's PDO Position: Q3 2022 in Review

Dowling & Yahnke opened a new position in PIMCO Dynamic Income Opportunities Fund (PDO) in Q3 2022: 17,299 shares worth $228K. The stake represents 0.01% of the portfolio and ranks #338 among its holdings.

80 funds tracked by Wall St. Rank hold PDO as of Q3 2022.

Dowling & Yahnke held 17,299 shares of PIMCO Dynamic Income Opportunities Fund worth $228K as of Q3 2022.
PIMCO Dynamic Income Opportunities Fund was a new Dowling & Yahnke position in Q3 2022.
PIMCO Dynamic Income Opportunities Fund made up 0.01% of Dowling & Yahnke's portfolio in Q3 2022, its #338 holding.
80 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.