PWM
PMX

Palumbo Wealth Management’s PIMCO Municipal Income Fund III PMX Stock Holding History

Palumbo Wealth Management’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
Q4 		– Sell
-58,635
Closed -$484K – 185
2024
Q3 		$484K Buy
+58,635
New +$466K 0.19% 85

Other funds holding PMX

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $378M AUM 18.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Palumbo Wealth Management's PMX Position: Q4 2024 in Review

Palumbo Wealth Management sold out of PIMCO Municipal Income Fund III (PMX) in Q4 2024, closing a stake of 58,635 shares — an estimated $484K sold.

Palumbo Wealth Management first reported a position in PMX in Q3 2024 and held it in 1 quarter. The position peaked at $484K in Q3 2024. 71 funds tracked by Wall St. Rank hold PMX as of Q4 2024.

  • Palumbo Wealth Management reported no remaining PIMCO Municipal Income Fund III position as of Q4 2024 after selling out during the quarter.
  • Palumbo Wealth Management sold 58,635 PIMCO Municipal Income Fund III shares in Q4 2024, an estimated $484K.
  • Palumbo Wealth Management first reported a position in PIMCO Municipal Income Fund III in Q3 2024 and held it in 1 quarter.
  • Palumbo Wealth Management's PIMCO Municipal Income Fund III position peaked at $484K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q4 2024.

Based on Palumbo Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.