DWM
PHT

Doyle Wealth Management’s Pioneer High Income Fund PHT Stock Holding History

Doyle Wealth Management’s Portfolio PHT Stock Details PHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-11,000
Closed -$89K – 239
2022
Q1 		$89K Buy
+11,000
New +$94.6K 0.01% 244

Other funds holding PHT

FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

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

Doyle Wealth Management sold out of Pioneer High Income Fund (PHT) in Q2 2022, closing a stake of 11,000 shares — an estimated $89K sold.

Doyle Wealth Management first reported a position in PHT in Q1 2022 and held it in 1 quarter. The position peaked at $89K in Q1 2022. 54 funds tracked by Wall St. Rank hold PHT as of Q2 2022.

  • Doyle Wealth Management reported no remaining Pioneer High Income Fund position as of Q2 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 11,000 Pioneer High Income Fund shares in Q2 2022, an estimated $89K.
  • Doyle Wealth Management first reported a position in Pioneer High Income Fund in Q1 2022 and held it in 1 quarter.
  • Doyle Wealth Management's Pioneer High Income Fund position peaked at $89K in Q1 2022.
  • 54 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q2 2022.

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