Fidelity Investments
PNF

Fidelity Investments’s PIMCO New York Municipal Income Fund PNF Stock Holding History

Fidelity Investments’s Portfolio PNF Stock Details PNF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$8 – 5629
2023
Q4 		$8 Buy
+1
New +$7 ﹤0.01% 5343

Other funds holding PNF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Fidelity Investments's PNF Position: Q1 2024 in Review

Fidelity Investments sold out of PIMCO New York Municipal Income Fund (PNF) in Q1 2024, closing a stake of 1 share — an estimated $8 sold.

Fidelity Investments first reported a position in PNF in Q4 2023 and held it in 1 quarter. The position peaked at $8 in Q4 2023. 25 funds tracked by Wall St. Rank hold PNF as of Q1 2024.

  • Fidelity Investments reported no remaining PIMCO New York Municipal Income Fund position as of Q1 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 PIMCO New York Municipal Income Fund share in Q1 2024, an estimated $8.
  • Fidelity Investments first reported a position in PIMCO New York Municipal Income Fund in Q4 2023 and held it in 1 quarter.
  • Fidelity Investments's PIMCO New York Municipal Income Fund position peaked at $8 in Q4 2023.
  • 25 funds tracked by Wall St. Rank held PIMCO New York Municipal Income Fund as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.