Janney Montgomery Scott’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Janney Montgomery Scott’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 Q3	–	Sell	-15,077	Closed	-$200K	–	2806
2024 Q2	$200K	Hold	15,077	–	–	﹤0.01%	2454
2024 Q1	$199K	Sell	15,077 -2,032	-12%	-$26.3K	﹤0.01%	2581
2023 Q4	$209K	Sell	17,109 -14,971	-47%	-$175K	﹤0.01%	2440
2023 Q3	$381K	Sell	32,080 -14,962	-32%	-$191K	﹤0.01%	1978
2023 Q2	$614K	Sell	47,042 -10,841	-19%	-$139K	﹤0.01%	1706
2023 Q1	$718K	Sell	57,883 -2,302	-4%	-$31K	﹤0.01%	1521
2022 Q4	$769K	Sell	60,185 -2,684	-4%	-$37K	﹤0.01%	1510
2022 Q3	$829K	Buy	62,869 +5,216	+9%	+$77.2K	﹤0.01%	1407
2022 Q2	$814K	Buy	57,653 +7,383	+15%	+$114K	﹤0.01%	1344
2022 Q1	$854K	Buy	+50,270	New	+$896K	﹤0.01%	1342

Other funds holding PDO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Janney Montgomery Scott's PDO Position: Q3 2024 in Review

Janney Montgomery Scott sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q3 2024, closing a stake of 15,077 shares — an estimated $200K sold.

Janney Montgomery Scott first reported a position in PDO in Q1 2022 and held it in 10 quarters. The position peaked at $854K in Q1 2022. 104 funds tracked by Wall St. Rank hold PDO as of Q3 2024.

Janney Montgomery Scott reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
Janney Montgomery Scott sold 15,077 PIMCO Dynamic Income Opportunities Fund shares in Q3 2024, an estimated $200K.
Janney Montgomery Scott first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2022 and held it in 10 quarters.
Janney Montgomery Scott's PIMCO Dynamic Income Opportunities Fund position peaked at $854K in Q1 2022.
104 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2024.

Based on Janney Montgomery Scott's 13F filing for Q3 2024, filed 29 Oct 2024.