Golden State Wealth Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Golden State Wealth Management’s Portfolio PDO Stock Details PDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$178K	Sell	10,448 -4,929	-32%	-$87.9K	0.03%	301
2021 Q4	$301K	Buy	+15,377	New	+$316K	0.05%	284

Other funds holding PDO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

AWA

Artemis Wealth Advisors New York $835M AUM 73.7% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Golden State Wealth Management's PDO Position: Q1 2022 in Review

Golden State Wealth Management reduced its PIMCO Dynamic Income Opportunities Fund (PDO) stake by 32% in Q1 2022, selling an estimated $87.9K and leaving 10,448 shares worth $178K. The position accounts for 0.03% of the portfolio, ranked #301.

Golden State Wealth Management first reported a position in PDO in Q4 2021 and has held it in 2 quarters since. The position peaked at $301K in Q4 2021. 63 funds tracked by Wall St. Rank hold PDO as of Q1 2022.

Golden State Wealth Management held 10,448 shares of PIMCO Dynamic Income Opportunities Fund worth $178K as of Q1 2022.
Golden State Wealth Management sold 4,929 PIMCO Dynamic Income Opportunities Fund shares in Q1 2022, an estimated $87.9K.
PIMCO Dynamic Income Opportunities Fund made up 0.03% of Golden State Wealth Management's portfolio in Q1 2022, its #301 holding.
Golden State Wealth Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2021 and has held it in 2 quarters since.
Golden State Wealth Management's PIMCO Dynamic Income Opportunities Fund position peaked at $301K in Q4 2021.
63 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2022.

Based on Golden State Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.