PWM
PNI

Palumbo Wealth Management’s PIMCO New York Municipal Income Fund II PNI Stock Holding History

Palumbo Wealth Management’s Portfolio PNI Stock Details PNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-61,780
Closed -$487K – 186
2024
Q3 		$487K Buy
+61,780
New +$469K 0.19% 84

Other funds holding PNI

MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $473M AUM 0.79% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

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

Palumbo Wealth Management sold out of PIMCO New York Municipal Income Fund II (PNI) in Q4 2024, closing a stake of 61,780 shares — an estimated $487K sold.

Palumbo Wealth Management first reported a position in PNI in Q3 2024 and held it in 1 quarter. The position peaked at $487K in Q3 2024. 31 funds tracked by Wall St. Rank hold PNI as of Q4 2024.

  • Palumbo Wealth Management reported no remaining PIMCO New York Municipal Income Fund II position as of Q4 2024 after selling out during the quarter.
  • Palumbo Wealth Management sold 61,780 PIMCO New York Municipal Income Fund II shares in Q4 2024, an estimated $487K.
  • Palumbo Wealth Management first reported a position in PIMCO New York Municipal Income Fund II in Q3 2024 and held it in 1 quarter.
  • Palumbo Wealth Management's PIMCO New York Municipal Income Fund II position peaked at $487K in Q3 2024.
  • 31 funds tracked by Wall St. Rank held PIMCO New York Municipal Income Fund II as of Q4 2024.

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