Fidelity Investments’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Fidelity Investments’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 Q4	–	Sell	-1	Closed	-$14	–	5742
2024 Q3	$14	Buy	+1	New	+$14	﹤0.01%	5397
2024 Q1	–	Sell	-52	Closed	-$636	–	5616
2023 Q4	$636	Buy	52 +46	+767%	+$538	﹤0.01%	4797
2023 Q3	$71	Buy	6 +5	+500%	+$64	﹤0.01%	4893
2023 Q2	$13	Hold	1	–	–	﹤0.01%	5244
2023 Q1	$12	Buy	+1	New	+$13	﹤0.01%	5160
2022 Q4	–	Sell	-132	Closed	-$2K	–	5523
2022 Q3	$2K	Buy	+132	New	+$1.95K	﹤0.01%	4575
2022 Q1	–	Sell	-1	Closed	–	–	5350
2021 Q4	$0	Hold	1	–	–	﹤0.01%	4788
2021 Q3	$0	Hold	1	–	–	﹤0.01%	4851
2021 Q2	$0	Buy	+1	New	+$21	﹤0.01%	4708

Other funds holding PDO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fidelity Investments's PDO Position: Q4 2024 in Review

Fidelity Investments sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q4 2024, closing a stake of 1 share — an estimated $14 sold.

Fidelity Investments first reported a position in PDO in Q2 2021 and held it in 9 quarters. The position peaked at $2K in Q3 2022. 115 funds tracked by Wall St. Rank hold PDO as of Q4 2024.

Fidelity Investments reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q4 2024 after selling out during the quarter.
Fidelity Investments sold 1 PIMCO Dynamic Income Opportunities Fund share in Q4 2024, an estimated $14.
Fidelity Investments first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2021 and held it in 9 quarters.
Fidelity Investments's PIMCO Dynamic Income Opportunities Fund position peaked at $2K in Q3 2022.
115 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.