FIA
PHT

Foundations Investment Advisors’s Pioneer High Income Fund PHT Stock Holding History

Foundations Investment Advisors’s Portfolio PHT Stock Details PHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,871
Closed -$87K – 875
2024
Q3 		$87K Sell
10,871
-4,993
-31% -$38.7K ﹤0.01% 794
2024
Q2 		$119K Sell
15,864
-468,557
-97% -$3.49M ﹤0.01% 732
2024
Q1 		$3.71M Buy
484,421
+15,837
+3% +$117K 0.1% 165
2023
Q4 		$3.46M Buy
468,584
+47,462
+11% +$329K 0.09% 166
2023
Q3 		$2.83M Buy
421,122
+57,988
+16% +$395K 0.09% 182
2023
Q2 		$2.44M Buy
+363,134
New +$2.43M 0.08% 172

Other funds holding PHT

Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Foundations Investment Advisors sold out of Pioneer High Income Fund (PHT) in Q4 2024, closing a stake of 10,871 shares — an estimated $87K sold.

Foundations Investment Advisors first reported a position in PHT in Q2 2023 and held it in 6 quarters. The position peaked at $3.71M in Q1 2024. 52 funds tracked by Wall St. Rank hold PHT as of Q4 2024.

  • Foundations Investment Advisors reported no remaining Pioneer High Income Fund position as of Q4 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 10,871 Pioneer High Income Fund shares in Q4 2024, an estimated $87K.
  • Foundations Investment Advisors first reported a position in Pioneer High Income Fund in Q2 2023 and held it in 6 quarters.
  • Foundations Investment Advisors's Pioneer High Income Fund position peaked at $3.71M in Q1 2024.
  • 52 funds tracked by Wall St. Rank held Pioneer High Income Fund as of Q4 2024.

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