LW
PCN

Linscomb Wealth’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

Linscomb Wealth’s Portfolio PCN Stock Details PCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,072
Closed -$141K – 292
2024
Q1 		$141K Buy
+10,072
New +$134K 0.01% 282

Other funds holding PCN

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GL
GHE LLC Memphis, Tennessee $241M AUM 34.93% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IAS
Insigneo Advisory Services Miami, Florida $1.41B AUM 27.46% 1-Year Est. Return

Linscomb Wealth's PCN Position: Q2 2024 in Review

Linscomb Wealth sold out of PIMCO Corporate & Income Strategy Fund (PCN) in Q2 2024, closing a stake of 10,072 shares — an estimated $141K sold.

Linscomb Wealth first reported a position in PCN in Q1 2024 and held it in 1 quarter. The position peaked at $141K in Q1 2024. 83 funds tracked by Wall St. Rank hold PCN as of Q2 2024.

  • Linscomb Wealth reported no remaining PIMCO Corporate & Income Strategy Fund position as of Q2 2024 after selling out during the quarter.
  • Linscomb Wealth sold 10,072 PIMCO Corporate & Income Strategy Fund shares in Q2 2024, an estimated $141K.
  • Linscomb Wealth first reported a position in PIMCO Corporate & Income Strategy Fund in Q1 2024 and held it in 1 quarter.
  • Linscomb Wealth's PIMCO Corporate & Income Strategy Fund position peaked at $141K in Q1 2024.
  • 83 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q2 2024.

Based on Linscomb Wealth's 13F filing for Q2 2024, filed 7 Aug 2024.