IA
PCM

IFP Advisors’s PCM Fund PCM Stock Holding History

IFP Advisors’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,750
Closed -$20K – 4143
2022
Q4 		$20K Sell
1,750
-5,850
-77% -$48.6K ﹤0.01% 2885
2022
Q3 		$88K Hold
7,600
– – ﹤0.01% 1949
2022
Q2 		$88K Hold
7,600
– – ﹤0.01% 1773
2022
Q1 		$88K Buy
+7,600
New +$80.7K ﹤0.01% 1773
2018
Q2 		– Sell
-1,100
Closed -$13K – 4010
2018
Q1 		$13K Hold
1,100
– – ﹤0.01% 2633
2017
Q4 		$13K Sell
1,100
-4,749
-81% -$55.3K ﹤0.01% 2670
2017
Q3 		$68K Buy
5,849
+2,633
+82% +$30.2K ﹤0.01% 1805
2017
Q2 		$36K Buy
3,216
+2,316
+257% +$24.7K ﹤0.01% 2186
2017
Q1 		$9K Hold
900
– – ﹤0.01% 2990
2016
Q4 		$9K Sell
900
-2,260
-72% -$22.2K ﹤0.01% 2976
2016
Q3 		$32K Hold
3,160
– – ﹤0.01% 2101
2016
Q2 		$31K Buy
+3,160
New +$30.7K ﹤0.01% 2060
2016
Q1 		– Sell
-2,260
Closed -$21K – 3106
2015
Q4 		$21K Buy
+2,260
New +$21.4K ﹤0.01% 2137

Other funds holding PCM

NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

IFP Advisors's PCM Position: Q1 2023 in Review

IFP Advisors sold out of PCM Fund (PCM) in Q1 2023, closing a stake of 1,750 shares — an estimated $20K sold.

IFP Advisors first reported a position in PCM in Q4 2015 and held it in 13 quarters. The position peaked at $88K in Q3 2022. 25 funds tracked by Wall St. Rank hold PCM as of Q1 2023.

  • IFP Advisors reported no remaining PCM Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 1,750 PCM Fund shares in Q1 2023, an estimated $20K.
  • IFP Advisors first reported a position in PCM Fund in Q4 2015 and held it in 13 quarters.
  • IFP Advisors's PCM Fund position peaked at $88K in Q3 2022.
  • 25 funds tracked by Wall St. Rank held PCM Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.