FWA
PHK

FSC Wealth Advisors’s PIMCO High Income Fund PHK Stock Holding History

FSC Wealth 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
Q1 		– Sell
-2,600
Closed -$13K – 294
2023
Q4 		$13K Buy
+2,600
New +$11.8K 0.01% 184

Other funds holding PHK

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FSC Wealth Advisors's PHK Position: Q1 2024 in Review

FSC Wealth Advisors sold out of PIMCO High Income Fund (PHK) in Q1 2024, closing a stake of 2,600 shares — an estimated $13K sold.

FSC Wealth Advisors first reported a position in PHK in Q4 2023 and held it in 1 quarter. The position peaked at $13K in Q4 2023. 109 funds tracked by Wall St. Rank hold PHK as of Q1 2024.

  • FSC Wealth Advisors reported no remaining PIMCO High Income Fund position as of Q1 2024 after selling out during the quarter.
  • FSC Wealth Advisors sold 2,600 PIMCO High Income Fund shares in Q1 2024, an estimated $13K.
  • FSC Wealth Advisors first reported a position in PIMCO High Income Fund in Q4 2023 and held it in 1 quarter.
  • FSC Wealth Advisors's PIMCO High Income Fund position peaked at $13K in Q4 2023.
  • 109 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q1 2024.

Based on FSC Wealth Advisors's 13F filing for Q1 2024, filed 16 Apr 2024.