FFA
PZC

Farther Finance Advisors’s PIMCO California Municipal Income Fund III PZC Stock Holding History

Farther Finance Advisors’s Portfolio PZC Stock Details PZC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,000
Closed -$37.5K – 4115
2024
Q3 		$37.5K Buy
+5,000
New +$36.6K ﹤0.01% 1795

Other funds holding PZC

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
CWP
Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Farther Finance Advisors's PZC Position: Q4 2024 in Review

Farther Finance Advisors sold out of PIMCO California Municipal Income Fund III (PZC) in Q4 2024, closing a stake of 5,000 shares — an estimated $37.5K sold.

Farther Finance Advisors first reported a position in PZC in Q3 2024 and held it in 1 quarter. The position peaked at $37.5K in Q3 2024. 35 funds tracked by Wall St. Rank hold PZC as of Q4 2024.

  • Farther Finance Advisors reported no remaining PIMCO California Municipal Income Fund III position as of Q4 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 5,000 PIMCO California Municipal Income Fund III shares in Q4 2024, an estimated $37.5K.
  • Farther Finance Advisors first reported a position in PIMCO California Municipal Income Fund III in Q3 2024 and held it in 1 quarter.
  • Farther Finance Advisors's PIMCO California Municipal Income Fund III position peaked at $37.5K in Q3 2024.
  • 35 funds tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q4 2024.

Based on Farther Finance Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.