FFN
PCN

Focus Financial Network’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Focus Financial Network’s Portfolio PCN Stock Details PCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-61,133
Closed -$766K – 720
2023
Q4 		$766K Buy
+61,133
New +$730K 0.03% 366
2021
Q4 		– Sell
-96,727
Closed -$1.76M – 421
2021
Q3 		$1.76M Buy
96,727
+13,047
+16% +$244K 0.23% 102
2021
Q2 		$1.57M Buy
83,680
+7,916
+10% +$144K 0.21% 117
2021
Q1 		$1.32M Buy
+75,764
New +$1.31M 0.15% 134

Other funds holding PCN

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
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
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
GL
GHE LLC Memphis, Tennessee $241M AUM 34.93% 1-Year Est. Return

Focus Financial Network's PCN Position: Q1 2024 in Review

Focus Financial Network sold out of PIMCO Corporate & Income Strategy Fund (PCN) in Q1 2024, closing a stake of 61,133 shares — an estimated $766K sold.

Focus Financial Network first reported a position in PCN in Q1 2021 and held it in 4 quarters. The position peaked at $1.76M in Q3 2021. 84 funds tracked by Wall St. Rank hold PCN as of Q1 2024.

  • Focus Financial Network reported no remaining PIMCO Corporate & Income Strategy Fund position as of Q1 2024 after selling out during the quarter.
  • Focus Financial Network sold 61,133 PIMCO Corporate & Income Strategy Fund shares in Q1 2024, an estimated $766K.
  • Focus Financial Network first reported a position in PIMCO Corporate & Income Strategy Fund in Q1 2021 and held it in 4 quarters.
  • Focus Financial Network's PIMCO Corporate & Income Strategy Fund position peaked at $1.76M in Q3 2021.
  • 84 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q1 2024.

Based on Focus Financial Network's 13F filing for Q1 2024, filed 24 Apr 2024.