FWM
PZC

Fortress Wealth Management’s PIMCO California Municipal Income Fund III PZC Stock Holding History

Fortress Wealth Management’s Portfolio PZC Stock Details PZC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-10,000
Closed -$83K – 55
2022
Q2 		$83K Buy
+10,000
New +$83.8K 0.08% 51

Other funds holding PZC

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Fortress Wealth Management's PZC Position: Q3 2022 in Review

Fortress Wealth Management sold out of PIMCO California Municipal Income Fund III (PZC) in Q3 2022, closing a stake of 10,000 shares — an estimated $83K sold.

Fortress Wealth Management first reported a position in PZC in Q2 2022 and held it in 1 quarter. The position peaked at $83K in Q2 2022. 27 funds tracked by Wall St. Rank hold PZC as of Q3 2022.

  • Fortress Wealth Management reported no remaining PIMCO California Municipal Income Fund III position as of Q3 2022 after selling out during the quarter.
  • Fortress Wealth Management sold 10,000 PIMCO California Municipal Income Fund III shares in Q3 2022, an estimated $83K.
  • Fortress Wealth Management first reported a position in PIMCO California Municipal Income Fund III in Q2 2022 and held it in 1 quarter.
  • Fortress Wealth Management's PIMCO California Municipal Income Fund III position peaked at $83K in Q2 2022.
  • 27 funds tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q3 2022.

Based on Fortress Wealth Management's 13F filing for Q3 2022, filed 3 Nov 2022.