Householder Group Estate & Retirement Specialist’s PIMCO Dynamic Income Fund PDI Stock Holding History

Householder Group Estate & Retirement Specialist’s Portfolio PDI Stock Details PDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,276	Closed	-$25K	–	995
2024 Q3	$25K	Hold	1,276	–	–	0.01%	633
2024 Q2	$24K	Hold	1,276	–	–	0.01%	645
2024 Q1	$24.6K	Hold	1,276	–	–	0.01%	627
2023 Q4	$22K	Hold	1,276	–	–	0.01%	627
2023 Q3	$22K	Buy	+1,276	New	+$23.5K	0.01%	621
2023 Q1	$23K	Buy	+1,276	New	+$25K	0.01%	613
2022 Q4	–	Sell	-1,276	Closed	-$24K	–	868
2022 Q3	$24K	Buy	+1,276	New	+$26.9K	0.01%	539

Other funds holding PDI

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PDI Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of PIMCO Dynamic Income Fund (PDI) in Q4 2024, closing a stake of 1,276 shares — an estimated $25K sold.

Householder Group Estate & Retirement Specialist first reported a position in PDI in Q3 2022 and held it in 7 quarters. The position peaked at $25K in Q3 2024. 317 funds tracked by Wall St. Rank hold PDI as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining PIMCO Dynamic Income Fund position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 1,276 PIMCO Dynamic Income Fund shares in Q4 2024, an estimated $25K.
Householder Group Estate & Retirement Specialist first reported a position in PIMCO Dynamic Income Fund in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's PIMCO Dynamic Income Fund position peaked at $25K in Q3 2024.
317 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.