FWA
PDI icon

Freedom Wealth Alliance’s PIMCO Dynamic Income Fund PDI Stock Holding History

Freedom Wealth Alliance’s Portfolio PDI Stock Details PDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-800
Closed -$14.8K – 336
2022
Q4 		$14.8K Buy
+800
New +$15.7K 0.02% 238

Other funds holding PDI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Freedom Wealth Alliance's PDI Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of PIMCO Dynamic Income Fund (PDI) in Q1 2023, closing a stake of 800 shares — an estimated $14.8K sold.

Freedom Wealth Alliance first reported a position in PDI in Q4 2022 and held it in 1 quarter. The position peaked at $14.8K in Q4 2022. 239 funds tracked by Wall St. Rank hold PDI as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining PIMCO Dynamic Income Fund position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 800 PIMCO Dynamic Income Fund shares in Q1 2023, an estimated $14.8K.
  • Freedom Wealth Alliance first reported a position in PIMCO Dynamic Income Fund in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's PIMCO Dynamic Income Fund position peaked at $14.8K in Q4 2022.
  • 239 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.