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Hollencrest Capital Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Hollencrest Capital 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
2024
Q4 		– Sell
-411
Closed -$5.81K – 1204
2024
Q3 		$5.81K Buy
411
+11
+3% +$149 ﹤0.01% 837
2024
Q2 		$5.32K Hold
400
– – ﹤0.01% 831
2024
Q1 		$5.27K Hold
400
– – ﹤0.01% 799
2023
Q4 		$4.9K Buy
+400
New +$4.68K ﹤0.01% 808

Other funds holding PDO

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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

Hollencrest Capital Management's PDO Position: Q4 2024 in Review

Hollencrest Capital Management sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q4 2024, closing a stake of 411 shares — an estimated $5.81K sold.

Hollencrest Capital Management first reported a position in PDO in Q4 2023 and held it in 4 quarters. The position peaked at $5.81K in Q3 2024. 115 funds tracked by Wall St. Rank hold PDO as of Q4 2024.

  • Hollencrest Capital Management reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Hollencrest Capital Management sold 411 PIMCO Dynamic Income Opportunities Fund shares in Q4 2024, an estimated $5.81K.
  • Hollencrest Capital Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2023 and held it in 4 quarters.
  • Hollencrest Capital Management's PIMCO Dynamic Income Opportunities Fund position peaked at $5.81K in Q3 2024.
  • 115 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q4 2024.

Based on Hollencrest Capital Management's 13F filing for Q4 2024, filed 10 Feb 2025.