Doyle Wealth Management
PHK icon

Doyle Wealth Management’s PIMCO High Income Fund PHK Stock Holding History

Doyle Wealth Management’s Portfolio PHK Stock Details PHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-51,068
Closed -$295K – 238
2022
Q1 		$295K Buy
+51,068
New +$301K 0.02% 200
2019
Q3 		– Sell
-2,382
Closed -$19K – 600
2019
Q2 		$19K Buy
+2,382
New +$18.7K ﹤0.01% 518

Other funds holding PHK

Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.83% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Vident Investment Advisory
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Doyle Wealth Management's PHK Position: Q2 2022 in Review

Doyle Wealth Management sold out of PIMCO High Income Fund (PHK) in Q2 2022, closing a stake of 51,068 shares — an estimated $295K sold.

Doyle Wealth Management first reported a position in PHK in Q2 2019 and held it in 2 quarters. The position peaked at $295K in Q1 2022. 106 funds tracked by Wall St. Rank hold PHK as of Q2 2022.

  • Doyle Wealth Management reported no remaining PIMCO High Income Fund position as of Q2 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 51,068 PIMCO High Income Fund shares in Q2 2022, an estimated $295K.
  • Doyle Wealth Management first reported a position in PIMCO High Income Fund in Q2 2019 and held it in 2 quarters.
  • Doyle Wealth Management's PIMCO High Income Fund position peaked at $295K in Q1 2022.
  • 106 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.