IBOK
PDO

Independence Bank of Kentucky’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Independence Bank of Kentucky’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
Q1 		– Sell
-147
Closed -$1.8K – 541
2023
Q4 		$1.8K Buy
+147
New +$1.72K ﹤0.01% 502

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Independence Bank of Kentucky's PDO Position: Q1 2024 in Review

Independence Bank of Kentucky sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q1 2024, closing a stake of 147 shares — an estimated $1.8K sold.

Independence Bank of Kentucky first reported a position in PDO in Q4 2023 and held it in 1 quarter. The position peaked at $1.8K in Q4 2023. 108 funds tracked by Wall St. Rank hold PDO as of Q1 2024.

  • Independence Bank of Kentucky reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Independence Bank of Kentucky sold 147 PIMCO Dynamic Income Opportunities Fund shares in Q1 2024, an estimated $1.8K.
  • Independence Bank of Kentucky first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2023 and held it in 1 quarter.
  • Independence Bank of Kentucky's PIMCO Dynamic Income Opportunities Fund position peaked at $1.8K in Q4 2023.
  • 108 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2024.

Based on Independence Bank of Kentucky's 13F filing for Q1 2024, filed 16 Apr 2024.