HFS
PDO

HBC Financial Services’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

HBC Financial Services’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
2024
Q4 		$101K Hold
7,500
– – 0.06% 49
2024
Q3 		$102K Buy
7,500
+2,000
+36% +$27.1K 0.06% 46
2024
Q2 		$73K Buy
5,500
+1,500
+38% +$19.7K 0.05% 59
2024
Q1 		$52K Buy
+4,000
New +$51.7K 0.04% 67

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HBC Financial Services's PDO Position: Q4 2024 in Review

HBC Financial Services held its PIMCO Dynamic Income Opportunities Fund (PDO) position steady in Q4 2024 at 7,500 shares worth $101K. The position accounts for 0.06% of the portfolio, ranked #49.

HBC Financial Services first reported a position in PDO in Q1 2024 and has held it in 4 quarters since. The position peaked at $102K in Q3 2024. 115 funds tracked by Wall St. Rank hold PDO as of Q4 2024.

  • HBC Financial Services held 7,500 shares of PIMCO Dynamic Income Opportunities Fund worth $101K as of Q4 2024.
  • HBC Financial Services left its PIMCO Dynamic Income Opportunities Fund share count unchanged in Q4 2024.
  • PIMCO Dynamic Income Opportunities Fund made up 0.06% of HBC Financial Services's portfolio in Q4 2024, its #49 holding.
  • HBC Financial Services first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2024 and has held it in 4 quarters since.
  • HBC Financial Services's PIMCO Dynamic Income Opportunities Fund position peaked at $102K in Q3 2024.
  • 115 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.