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Farther Finance Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Farther Finance Advisors’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
2024
Q3 		– Sell
-11,750
Closed -$157K – 4089
2024
Q2 		$157K Sell
11,750
-1,400
-11% -$18.4K 0.01% 946
2024
Q1 		$174K Sell
13,150
-600
-4% -$7.76K 0.01% 736
2023
Q4 		$168K Buy
+13,750
New +$161K 0.01% 610

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Farther Finance Advisors's PDO Position: Q3 2024 in Review

Farther Finance Advisors sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q3 2024, closing a stake of 11,750 shares — an estimated $157K sold.

Farther Finance Advisors first reported a position in PDO in Q4 2023 and held it in 3 quarters. The position peaked at $174K in Q1 2024. 104 funds tracked by Wall St. Rank hold PDO as of Q3 2024.

  • Farther Finance Advisors reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 11,750 PIMCO Dynamic Income Opportunities Fund shares in Q3 2024, an estimated $157K.
  • Farther Finance Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2023 and held it in 3 quarters.
  • Farther Finance Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $174K in Q1 2024.
  • 104 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2024.

Based on Farther Finance Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.