JMPWA
PDX

JP Morgan Private Wealth Advisors’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PDX Stock Details PDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,691
Closed -$156K – 1791
2023
Q1 		$156K Hold
10,691
– – ﹤0.01% 1862
2022
Q4 		$160K Buy
+10,691
New +$162K ﹤0.01% 1848

Other funds holding PDX

SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PDX Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of PIMCO Dynamic Income Strategy Fund (PDX) in Q2 2023, closing a stake of 10,691 shares — an estimated $156K sold.

JP Morgan Private Wealth Advisors first reported a position in PDX in Q4 2022 and held it in 2 quarters. The position peaked at $160K in Q4 2022. 62 funds tracked by Wall St. Rank hold PDX as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining PIMCO Dynamic Income Strategy Fund position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 10,691 PIMCO Dynamic Income Strategy Fund shares in Q2 2023, an estimated $156K.
  • JP Morgan Private Wealth Advisors first reported a position in PIMCO Dynamic Income Strategy Fund in Q4 2022 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's PIMCO Dynamic Income Strategy Fund position peaked at $160K in Q4 2022.
  • 62 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.