LFG
PMX

Larson Financial Group’s PIMCO Municipal Income Fund III PMX Stock Holding History

Larson Financial Group’s Portfolio PMX Stock Details PMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,539
Closed -$11.4K – 1878
2023
Q4 		$11.4K Buy
+1,539
New +$10.7K ﹤0.01% 981

Other funds holding PMX

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWG
Beta Wealth Group San Diego, California $267M AUM 18.9% 1-Year Est. Return

Larson Financial Group's PMX Position: Q1 2024 in Review

Larson Financial Group sold out of PIMCO Municipal Income Fund III (PMX) in Q1 2024, closing a stake of 1,539 shares — an estimated $11.4K sold.

Larson Financial Group first reported a position in PMX in Q4 2023 and held it in 1 quarter. The position peaked at $11.4K in Q4 2023. 85 funds tracked by Wall St. Rank hold PMX as of Q1 2024.

  • Larson Financial Group reported no remaining PIMCO Municipal Income Fund III position as of Q1 2024 after selling out during the quarter.
  • Larson Financial Group sold 1,539 PIMCO Municipal Income Fund III shares in Q1 2024, an estimated $11.4K.
  • Larson Financial Group first reported a position in PIMCO Municipal Income Fund III in Q4 2023 and held it in 1 quarter.
  • Larson Financial Group's PIMCO Municipal Income Fund III position peaked at $11.4K in Q4 2023.
  • 85 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q1 2024.

Based on Larson Financial Group's 13F filing for Q1 2024, filed 3 May 2024.