Kestra Advisory Services’s Pimco Income Opportunity Fund PKO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-20,001
Closed -$490K 2255
2021
Q3
$490K Sell
20,001
-3,094
-13% -$80.7K ﹤0.01% 1392
2021
Q2
$615K Buy
23,095
+22
+0.1% +$591 0.01% 1175
2021
Q1
$607K Sell
23,073
-1,075
-4% -$27.5K 0.01% 1102
2020
Q4
$608K Sell
24,148
-9,062
-27% -$217K 0.01% 1103
2020
Q3
$767K Buy
+33,210
New +$781K 0.01% 710

Kestra Advisory Services's PKO Position: Q4 2021 in Review

Kestra Advisory Services sold out of Pimco Income Opportunity Fund (PKO) in Q4 2021, closing a stake of 20,001 shares — an estimated $490K sold.

Kestra Advisory Services first reported a position in PKO in Q3 2020 and held it in 5 quarters. The position peaked at $767K in Q3 2020. 0 funds tracked by Wall St. Rank hold PKO as of Q4 2021.

  • Kestra Advisory Services reported no remaining Pimco Income Opportunity Fund position as of Q4 2021 after selling out during the quarter.
  • Kestra Advisory Services sold 20,001 Pimco Income Opportunity Fund shares in Q4 2021, an estimated $490K.
  • Kestra Advisory Services first reported a position in Pimco Income Opportunity Fund in Q3 2020 and held it in 5 quarters.
  • Kestra Advisory Services's Pimco Income Opportunity Fund position peaked at $767K in Q3 2020.
  • 0 funds tracked by Wall St. Rank held Pimco Income Opportunity Fund as of Q4 2021.

Based on Kestra Advisory Services's 13F filing for Q4 2021, filed 20 Jan 2022.