FAG
PCN

Fortitude Advisory Group’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-1,000
Closed -$16K – 956
2022
Q1 		$16K Hold
1,000
– – 0.01% 907
2021
Q4 		$17K Buy
+1,000
New +$18K 0.01% 890

Other funds holding PCN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
BA
Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fortitude Advisory Group's PCN Position: Q2 2022 in Review

Fortitude Advisory Group sold out of PIMCO Corporate & Income Strategy Fund (PCN) in Q2 2022, closing a stake of 1,000 shares — an estimated $16K sold.

Fortitude Advisory Group first reported a position in PCN in Q4 2021 and held it in 2 quarters. The position peaked at $17K in Q4 2021. 77 funds tracked by Wall St. Rank hold PCN as of Q2 2022.

  • Fortitude Advisory Group reported no remaining PIMCO Corporate & Income Strategy Fund position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 1,000 PIMCO Corporate & Income Strategy Fund shares in Q2 2022, an estimated $16K.
  • Fortitude Advisory Group first reported a position in PIMCO Corporate & Income Strategy Fund in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's PIMCO Corporate & Income Strategy Fund position peaked at $17K in Q4 2021.
  • 77 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.