KWA
PAXS

Kingswood Wealth Advisors’s PIMCO Access Income Fund PAXS Stock Holding History

Kingswood Wealth Advisors’s Portfolio PAXS Stock Details PAXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-18,653
Closed -$275K – 467
2023
Q2 		$275K Buy
+18,653
New +$269K 0.09% 208

Other funds holding PAXS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EW
Element Wealth Ridgeland, Mississippi $242M AUM 16.79% 1-Year Est. Return

Kingswood Wealth Advisors's PAXS Position: Q3 2023 in Review

Kingswood Wealth Advisors sold out of PIMCO Access Income Fund (PAXS) in Q3 2023, closing a stake of 18,653 shares — an estimated $275K sold.

Kingswood Wealth Advisors first reported a position in PAXS in Q2 2023 and held it in 1 quarter. The position peaked at $275K in Q2 2023. 41 funds tracked by Wall St. Rank hold PAXS as of Q3 2023.

  • Kingswood Wealth Advisors reported no remaining PIMCO Access Income Fund position as of Q3 2023 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 18,653 PIMCO Access Income Fund shares in Q3 2023, an estimated $275K.
  • Kingswood Wealth Advisors first reported a position in PIMCO Access Income Fund in Q2 2023 and held it in 1 quarter.
  • Kingswood Wealth Advisors's PIMCO Access Income Fund position peaked at $275K in Q2 2023.
  • 41 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q3 2023.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.