Focus Partners Wealth
PCM

Focus Partners Wealth’s PCM Fund PCM Stock Holding History

Focus Partners Wealth’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,901
Closed -$135K – 1959
2024
Q3 		$135K Buy
+16,901
New +$131K ﹤0.01% 1498

Other funds holding PCM

FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.27B AUM 18.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Focus Partners Wealth's PCM Position: Q4 2024 in Review

Focus Partners Wealth sold out of PCM Fund (PCM) in Q4 2024, closing a stake of 16,901 shares — an estimated $135K sold.

Focus Partners Wealth first reported a position in PCM in Q3 2024 and held it in 1 quarter. The position peaked at $135K in Q3 2024. 21 funds tracked by Wall St. Rank hold PCM as of Q4 2024.

  • Focus Partners Wealth reported no remaining PCM Fund position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 16,901 PCM Fund shares in Q4 2024, an estimated $135K.
  • Focus Partners Wealth first reported a position in PCM Fund in Q3 2024 and held it in 1 quarter.
  • Focus Partners Wealth's PCM Fund position peaked at $135K in Q3 2024.
  • 21 funds tracked by Wall St. Rank held PCM Fund as of Q4 2024.

Based on Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.