FWM
ISD

Foresight Wealth Management’s PGIM High Yield Bond Fund ISD Stock Holding History

Foresight Wealth Management’s Portfolio ISD Stock Details ISD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-14,641
Closed -$235K – 127
2021
Q4 		$235K Buy
14,641
+2,332
+19% +$37.7K ﹤0.01% 110
2021
Q3 		$200K Buy
+12,309
New +$201K 0.04% 107

Other funds holding ISD

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Foresight Wealth Management's ISD Position: Q1 2022 in Review

Foresight Wealth Management sold out of PGIM High Yield Bond Fund (ISD) in Q1 2022, closing a stake of 14,641 shares — an estimated $235K sold.

Foresight Wealth Management first reported a position in ISD in Q3 2021 and held it in 2 quarters. The position peaked at $235K in Q4 2021. 81 funds tracked by Wall St. Rank hold ISD as of Q1 2022.

  • Foresight Wealth Management reported no remaining PGIM High Yield Bond Fund position as of Q1 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 14,641 PGIM High Yield Bond Fund shares in Q1 2022, an estimated $235K.
  • Foresight Wealth Management first reported a position in PGIM High Yield Bond Fund in Q3 2021 and held it in 2 quarters.
  • Foresight Wealth Management's PGIM High Yield Bond Fund position peaked at $235K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held PGIM High Yield Bond Fund as of Q1 2022.

Based on Foresight Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.