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Financial Synergies Wealth Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

Financial Synergies Wealth Advisors’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
Q3 		– Sell
-2,563
Closed -$53.5K – 509
2022
Q2 		$53.5K Buy
+2,563
New +$56.9K 0.01% 101

Other funds holding PDI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Financial Synergies Wealth Advisors's PDI Position: Q3 2022 in Review

Financial Synergies Wealth Advisors sold out of PIMCO Dynamic Income Fund (PDI) in Q3 2022, closing a stake of 2,563 shares — an estimated $53.5K sold.

Financial Synergies Wealth Advisors first reported a position in PDI in Q2 2022 and held it in 1 quarter. The position peaked at $53.5K in Q2 2022. 219 funds tracked by Wall St. Rank hold PDI as of Q3 2022.

  • Financial Synergies Wealth Advisors reported no remaining PIMCO Dynamic Income Fund position as of Q3 2022 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 2,563 PIMCO Dynamic Income Fund shares in Q3 2022, an estimated $53.5K.
  • Financial Synergies Wealth Advisors first reported a position in PIMCO Dynamic Income Fund in Q2 2022 and held it in 1 quarter.
  • Financial Synergies Wealth Advisors's PIMCO Dynamic Income Fund position peaked at $53.5K in Q2 2022.
  • 219 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2022.

Based on Financial Synergies Wealth Advisors's 13F filing for Q3 2022, filed 4 Apr 2024.