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Impact Partnership Wealth’s Pimco California Municipal Income Fund PCQ Stock Holding History

Impact Partnership Wealth’s Portfolio PCQ Stock Details PCQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,000
Closed -$8.34K – 1029
2023
Q3 		$8.34K Buy
+1,000
New +$9.54K ﹤0.01% 621

Other funds holding PCQ

Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Impact Partnership Wealth's PCQ Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Pimco California Municipal Income Fund (PCQ) in Q4 2023, closing a stake of 1,000 shares — an estimated $8.34K sold.

Impact Partnership Wealth first reported a position in PCQ in Q3 2023 and held it in 1 quarter. The position peaked at $8.34K in Q3 2023. 53 funds tracked by Wall St. Rank hold PCQ as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Pimco California Municipal Income Fund position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 1,000 Pimco California Municipal Income Fund shares in Q4 2023, an estimated $8.34K.
  • Impact Partnership Wealth first reported a position in Pimco California Municipal Income Fund in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Pimco California Municipal Income Fund position peaked at $8.34K in Q3 2023.
  • 53 funds tracked by Wall St. Rank held Pimco California Municipal Income Fund as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.