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Laird Norton Wetherby Wealth Management’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Laird Norton Wetherby 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
2024
Q4 		$151K Buy
10,484
+113
+1% +$1.64K 0.01% 869
2024
Q3 		$149K Buy
10,371
+253
+3% +$3.62K 0.01% 901
2024
Q2 		$145K Buy
+10,118
New +$145K 0.01% 891

Other funds holding PTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's PTY Position: Q4 2024 in Review

Laird Norton Wetherby Wealth Management increased its PIMCO Corporate & Income Opportunity Fund (PTY) stake by 1.1% in Q4 2024, buying an estimated $1.64K and bringing the position to 10,484 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #869.

Laird Norton Wetherby Wealth Management first reported a position in PTY in Q2 2024 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold PTY as of Q4 2024.

  • Laird Norton Wetherby Wealth Management held 10,484 shares of PIMCO Corporate & Income Opportunity Fund worth $151K as of Q4 2024.
  • Laird Norton Wetherby Wealth Management bought 113 PIMCO Corporate & Income Opportunity Fund shares in Q4 2024, an estimated $1.64K.
  • PIMCO Corporate & Income Opportunity Fund made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q4 2024, its #869 holding.
  • Laird Norton Wetherby Wealth Management first reported a position in PIMCO Corporate & Income Opportunity Fund in Q2 2024 and has held it in 3 quarters since.
  • 194 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q4 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.