FIA
PHK

Foundations Investment Advisors’s PIMCO High Income Fund PHK Stock Holding History

Foundations Investment Advisors’s Portfolio PHK Stock Details PHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,086
Closed -$65.4K – 874
2024
Q3 		$65.4K Buy
+13,086
New +$63.5K ﹤0.01% 799

Other funds holding PHK

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $6.15B AUM 22.62% 1-Year Est. Return

Foundations Investment Advisors's PHK Position: Q4 2024 in Review

Foundations Investment Advisors sold out of PIMCO High Income Fund (PHK) in Q4 2024, closing a stake of 13,086 shares — an estimated $65.4K sold.

Foundations Investment Advisors first reported a position in PHK in Q3 2024 and held it in 1 quarter. The position peaked at $65.4K in Q3 2024. 122 funds tracked by Wall St. Rank hold PHK as of Q4 2024.

  • Foundations Investment Advisors reported no remaining PIMCO High Income Fund position as of Q4 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 13,086 PIMCO High Income Fund shares in Q4 2024, an estimated $65.4K.
  • Foundations Investment Advisors first reported a position in PIMCO High Income Fund in Q3 2024 and held it in 1 quarter.
  • Foundations Investment Advisors's PIMCO High Income Fund position peaked at $65.4K in Q3 2024.
  • 122 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q4 2024.

Based on Foundations Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.