JWM
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Janiczek Wealth Management’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Janiczek Wealth Management’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
2023
Q1 		– Sell
-3,056
Closed -$39.8K – 1060
2022
Q4 		$39.8K Buy
+3,056
New +$38.1K 0.01% 349

Other funds holding PTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

Janiczek Wealth Management's PTY Position: Q1 2023 in Review

Janiczek Wealth Management sold out of PIMCO Corporate & Income Opportunity Fund (PTY) in Q1 2023, closing a stake of 3,056 shares — an estimated $39.8K sold.

Janiczek Wealth Management first reported a position in PTY in Q4 2022 and held it in 1 quarter. The position peaked at $39.8K in Q4 2022. 145 funds tracked by Wall St. Rank hold PTY as of Q1 2023.

  • Janiczek Wealth Management reported no remaining PIMCO Corporate & Income Opportunity Fund position as of Q1 2023 after selling out during the quarter.
  • Janiczek Wealth Management sold 3,056 PIMCO Corporate & Income Opportunity Fund shares in Q1 2023, an estimated $39.8K.
  • Janiczek Wealth Management first reported a position in PIMCO Corporate & Income Opportunity Fund in Q4 2022 and held it in 1 quarter.
  • Janiczek Wealth Management's PIMCO Corporate & Income Opportunity Fund position peaked at $39.8K in Q4 2022.
  • 145 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q1 2023.

Based on Janiczek Wealth Management's 13F filing for Q1 2023, filed 21 Apr 2023.