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Financial Advocates Investment Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

Financial Advocates Investment Management’s Portfolio PDI Stock Details PDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,149
Closed -$210K – 834
2022
Q3 		$210K Buy
+11,149
New +$235K 0.02% 671

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Royal Bank of Canada
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Financial Advocates Investment Management's PDI Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of PIMCO Dynamic Income Fund (PDI) in Q4 2022, closing a stake of 11,149 shares — an estimated $210K sold.

Financial Advocates Investment Management first reported a position in PDI in Q3 2022 and held it in 1 quarter. The position peaked at $210K in Q3 2022. 238 funds tracked by Wall St. Rank hold PDI as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining PIMCO Dynamic Income Fund position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 11,149 PIMCO Dynamic Income Fund shares in Q4 2022, an estimated $210K.
  • Financial Advocates Investment Management first reported a position in PIMCO Dynamic Income Fund in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's PIMCO Dynamic Income Fund position peaked at $210K in Q3 2022.
  • 238 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.