FIA
PCM

Foundations Investment Advisors’s PCM Fund PCM Stock Holding History

Foundations Investment Advisors’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
Q3 		– Sell
-12,372
Closed -$91.8K – 847
2024
Q2 		$91.8K Sell
12,372
-375,316
-97% -$3.15M ﹤0.01% 736
2024
Q1 		$3.21M Buy
387,688
+23,056
+6% +$189K 0.08% 189
2023
Q4 		$2.94M Buy
364,632
+55,772
+18% +$443K 0.08% 187
2023
Q3 		$2.75M Buy
308,860
+42,088
+16% +$397K 0.08% 186
2023
Q2 		$2.57M Buy
+266,772
New +$2.49M 0.09% 158

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
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
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Foundations Investment Advisors's PCM Position: Q3 2024 in Review

Foundations Investment Advisors sold out of PCM Fund (PCM) in Q3 2024, closing a stake of 12,372 shares — an estimated $91.8K sold.

Foundations Investment Advisors first reported a position in PCM in Q2 2023 and held it in 5 quarters. The position peaked at $3.21M in Q1 2024. 20 funds tracked by Wall St. Rank hold PCM as of Q3 2024.

  • Foundations Investment Advisors reported no remaining PCM Fund position as of Q3 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 12,372 PCM Fund shares in Q3 2024, an estimated $91.8K.
  • Foundations Investment Advisors first reported a position in PCM Fund in Q2 2023 and held it in 5 quarters.
  • Foundations Investment Advisors's PCM Fund position peaked at $3.21M in Q1 2024.
  • 20 funds tracked by Wall St. Rank held PCM Fund as of Q3 2024.

Based on Foundations Investment Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.