FWM
PDI icon

FSA Wealth Management’s PIMCO Dynamic Income Fund PDI Stock Holding History

FSA Wealth Management’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
2024
Q4 		– Sell
-412
Closed -$9.72K – 578
2024
Q3 		$9.72K Buy
+412
New +$7.9K ﹤0.01% 309
2021
Q1 		– Sell
-4,590
Closed -$121K – 188
2020
Q4 		$121K Buy
+4,590
New +$118K 0.06% 76
2020
Q3 		– Sell
-4,590
Closed -$113K – 267
2020
Q2 		$113K Hold
4,590
– – 0.08% 76
2020
Q1 		$101K Hold
4,590
– – 0.08% 75
2019
Q4 		$149K Buy
+4,590
New +$151K 0.11% 71

Other funds holding PDI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FSA Wealth Management's PDI Position: Q4 2024 in Review

FSA Wealth Management sold out of PIMCO Dynamic Income Fund (PDI) in Q4 2024, closing a stake of 412 shares — an estimated $9.72K sold.

FSA Wealth Management first reported a position in PDI in Q4 2019 and held it in 5 quarters. The position peaked at $149K in Q4 2019. 316 funds tracked by Wall St. Rank hold PDI as of Q4 2024.

  • FSA Wealth Management reported no remaining PIMCO Dynamic Income Fund position as of Q4 2024 after selling out during the quarter.
  • FSA Wealth Management sold 412 PIMCO Dynamic Income Fund shares in Q4 2024, an estimated $9.72K.
  • FSA Wealth Management first reported a position in PIMCO Dynamic Income Fund in Q4 2019 and held it in 5 quarters.
  • FSA Wealth Management's PIMCO Dynamic Income Fund position peaked at $149K in Q4 2019.
  • 316 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q4 2024.

Based on FSA Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.