FWP
PCI

Firethorn Wealth Partners’s PIMCO Dynamic Credit and Mortgage Income Fund PCI Stock Holding History

Firethorn Wealth Partners’s Portfolio PCI Stock Details PCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		$326K Buy
14,567
+332
+2% +$7.49K 0.27% 83
2021
Q1 		$317K Buy
+14,235
New +$309K 0.3% 81

Other funds holding PCI

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Firethorn Wealth Partners's PCI Position: Q2 2021 in Review

Firethorn Wealth Partners increased its PIMCO Dynamic Credit and Mortgage Income Fund (PCI) stake by 2.3% in Q2 2021, buying an estimated $7.49K and bringing the position to 14,567 shares worth $326K. The position accounts for 0.27% of the portfolio, ranked #83.

Firethorn Wealth Partners first reported a position in PCI in Q1 2021 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold PCI as of Q2 2021.

  • Firethorn Wealth Partners held 14,567 shares of PIMCO Dynamic Credit and Mortgage Income Fund worth $326K as of Q2 2021.
  • Firethorn Wealth Partners bought 332 PIMCO Dynamic Credit and Mortgage Income Fund shares in Q2 2021, an estimated $7.49K.
  • PIMCO Dynamic Credit and Mortgage Income Fund made up 0.27% of Firethorn Wealth Partners's portfolio in Q2 2021, its #83 holding.
  • Firethorn Wealth Partners first reported a position in PIMCO Dynamic Credit and Mortgage Income Fund in Q1 2021 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held PIMCO Dynamic Credit and Mortgage Income Fund as of Q2 2021.

Based on Firethorn Wealth Partners's 13F filing for Q2 2021, filed 20 Jul 2021.