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NWAM LLC’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

NWAM LLC’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
2022
Q4 		– Sell
-19,989
Closed -$264K – 532
2022
Q3 		$264K Buy
+19,989
New +$296K 0.03% 411

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Royal Bank of Canada
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Cohen & Steers
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
AWA
Artemis Wealth Advisors New York $835M AUM 73.7% 1-Year Est. Return

NWAM LLC's PDO Position: Q4 2022 in Review

NWAM LLC sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q4 2022, closing a stake of 19,989 shares — an estimated $264K sold.

NWAM LLC first reported a position in PDO in Q3 2022 and held it in 1 quarter. The position peaked at $264K in Q3 2022. 96 funds tracked by Wall St. Rank hold PDO as of Q4 2022.

  • NWAM LLC reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q4 2022 after selling out during the quarter.
  • NWAM LLC sold 19,989 PIMCO Dynamic Income Opportunities Fund shares in Q4 2022, an estimated $264K.
  • NWAM LLC first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2022 and held it in 1 quarter.
  • NWAM LLC's PIMCO Dynamic Income Opportunities Fund position peaked at $264K in Q3 2022.
  • 96 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q4 2022.

Based on NWAM LLC's 13F filing for Q4 2022, filed 8 Feb 2023.