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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 $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Penserra Capital Management
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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.