FSA Wealth Management’s PIMCO Municipal Income Fund III PMX Stock Holding History

FSA Wealth Management’s Portfolio PMX Stock Details PMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,000	Closed	-$7.36K	–	529
2024 Q4	$7.36K	Hold	1,000	–	–	﹤0.01%	334
2024 Q3	$8.26K	Buy	+1,000	New	+$7.94K	﹤0.01%	330
2024 Q1	$18.5K	Hold	2,480	–	–	0.01%	260
2023 Q4	$18K	Buy	+2,480	New	+$17.2K	0.01%	246
2021 Q1	–	Sell	-3,950	Closed	-$47K	–	196
2020 Q4	$47K	Buy	+3,950	New	+$45.9K	0.02%	132
2020 Q3	–	Sell	-3,950	Closed	-$45K	–	276
2020 Q2	$45K	Buy	3,950 +1,800	+84%	+$19.6K	0.03%	129
2020 Q1	$23K	Hold	2,150	–	–	0.02%	171
2019 Q4	$27K	Buy	+2,150	New	+$27.2K	0.02%	191

Other funds holding PMX

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GCP

Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

FSA Wealth Management's PMX Position: Q1 2025 in Review

FSA Wealth Management sold out of PIMCO Municipal Income Fund III (PMX) in Q1 2025, closing a stake of 1,000 shares — an estimated $7.36K sold.

FSA Wealth Management first reported a position in PMX in Q4 2019 and held it in 8 quarters. The position peaked at $47K in Q4 2020. 60 funds tracked by Wall St. Rank hold PMX as of Q1 2025.

FSA Wealth Management reported no remaining PIMCO Municipal Income Fund III position as of Q1 2025 after selling out during the quarter.
FSA Wealth Management sold 1,000 PIMCO Municipal Income Fund III shares in Q1 2025, an estimated $7.36K.
FSA Wealth Management first reported a position in PIMCO Municipal Income Fund III in Q4 2019 and held it in 8 quarters.
FSA Wealth Management's PIMCO Municipal Income Fund III position peaked at $47K in Q4 2020.
60 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q1 2025.

Based on FSA Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.