LWM
PDO

Liberty Wealth Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Liberty Wealth Management’s Portfolio PDO Stock Details PDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-7,872
Closed -$165K – 830
2021
Q3 		$165K Hold
7,872
– – 0.06% 195
2021
Q2 		$182K Sell
7,872
-4,628
-37% -$97K 0.07% 146
2021
Q1 		$254K Buy
+12,500
New +$254K 0.12% 90

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWA
Artemis Wealth Advisors New York $835M AUM 73.7% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Liberty Wealth Management's PDO Position: Q4 2021 in Review

Liberty Wealth Management sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q4 2021, closing a stake of 7,872 shares — an estimated $165K sold.

Liberty Wealth Management first reported a position in PDO in Q1 2021 and held it in 3 quarters. The position peaked at $254K in Q1 2021. 54 funds tracked by Wall St. Rank hold PDO as of Q4 2021.

  • Liberty Wealth Management reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 7,872 PIMCO Dynamic Income Opportunities Fund shares in Q4 2021, an estimated $165K.
  • Liberty Wealth Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2021 and held it in 3 quarters.
  • Liberty Wealth Management's PIMCO Dynamic Income Opportunities Fund position peaked at $254K in Q1 2021.
  • 54 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.