Patriot Financial Group Insurance Agency’s PGIM Short Duration High Yield Opportunities Fund SDHY Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SDHY Stock Details SDHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-500	Closed	-$9K	–	2222
2021 Q4	$9K	Sell	500 -1,000	-67%	-$18.5K	﹤0.01%	1544
2021 Q3	$28K	Buy	1,500 +500	+50%	+$9.56K	0.01%	1078
2021 Q2	$20K	Hold	1,000	–	–	﹤0.01%	1180
2021 Q1	$19K	Buy	+1,000	New	+$19.4K	﹤0.01%	1122

Other funds holding SDHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIM

AHL Investment Management Winter Park, Florida $146M AUM 12.44% 1-Year Est. Return

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SDHY Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of PGIM Short Duration High Yield Opportunities Fund (SDHY) in Q1 2022, closing a stake of 500 shares — an estimated $9K sold.

Patriot Financial Group Insurance Agency first reported a position in SDHY in Q1 2021 and held it in 4 quarters. The position peaked at $28K in Q3 2021. 40 funds tracked by Wall St. Rank hold SDHY as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining PGIM Short Duration High Yield Opportunities Fund position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 500 PGIM Short Duration High Yield Opportunities Fund shares in Q1 2022, an estimated $9K.
Patriot Financial Group Insurance Agency first reported a position in PGIM Short Duration High Yield Opportunities Fund in Q1 2021 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's PGIM Short Duration High Yield Opportunities Fund position peaked at $28K in Q3 2021.
40 funds tracked by Wall St. Rank held PGIM Short Duration High Yield Opportunities Fund as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.