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Inspire Advisors’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Inspire Advisors’s Portfolio PTY Stock Details PTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,090
Closed -$19K – 562
2020
Q4 		$19K Buy
+1,090
New +$18.6K 0.01% 438

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Bank of America
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BPA
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Inspire Advisors's PTY Position: Q1 2021 in Review

Inspire Advisors sold out of PIMCO Corporate & Income Opportunity Fund (PTY) in Q1 2021, closing a stake of 1,090 shares — an estimated $19K sold.

Inspire Advisors first reported a position in PTY in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 125 funds tracked by Wall St. Rank hold PTY as of Q1 2021.

  • Inspire Advisors reported no remaining PIMCO Corporate & Income Opportunity Fund position as of Q1 2021 after selling out during the quarter.
  • Inspire Advisors sold 1,090 PIMCO Corporate & Income Opportunity Fund shares in Q1 2021, an estimated $19K.
  • Inspire Advisors first reported a position in PIMCO Corporate & Income Opportunity Fund in Q4 2020 and held it in 1 quarter.
  • Inspire Advisors's PIMCO Corporate & Income Opportunity Fund position peaked at $19K in Q4 2020.
  • 125 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.