Fidelity Investments
PDX

Fidelity Investments’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Fidelity Investments’s Portfolio PDX Stock Details PDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1
Closed -$15 – 5543
2023
Q1 		$15 Buy
+1
New +$15 ﹤0.01% 5141
2021
Q2 		– Sell
-1
Closed – – 4710
2021
Q1 		$0 Buy
+1
New +$10 ﹤0.01% 4396

Other funds holding PDX

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $1.54B AUM 30.1% 1-Year Est. Return

Fidelity Investments's PDX Position: Q2 2023 in Review

Fidelity Investments sold out of PIMCO Dynamic Income Strategy Fund (PDX) in Q2 2023, closing a stake of 1 share — an estimated $15 sold.

Fidelity Investments first reported a position in PDX in Q1 2021 and held it in 2 quarters. The position peaked at $15 in Q1 2023. 62 funds tracked by Wall St. Rank hold PDX as of Q2 2023.

  • Fidelity Investments reported no remaining PIMCO Dynamic Income Strategy Fund position as of Q2 2023 after selling out during the quarter.
  • Fidelity Investments sold 1 PIMCO Dynamic Income Strategy Fund share in Q2 2023, an estimated $15.
  • Fidelity Investments first reported a position in PIMCO Dynamic Income Strategy Fund in Q1 2021 and held it in 2 quarters.
  • Fidelity Investments's PIMCO Dynamic Income Strategy Fund position peaked at $15 in Q1 2023.
  • 62 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2023.

Based on Fidelity Investments's 13F filing for Q2 2023, filed 11 Aug 2023.