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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

VIA

Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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.