Pinnacle Financial Partners (Tennessee)’s PIMCO Dynamic Income Fund PDI Stock Holding History

Pinnacle Financial Partners (Tennessee)’s Portfolio PDI Stock Details PDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,145	Closed	-$19.8K	–	534
2023 Q3	$19.8K	Hold	1,145	–	–	﹤0.01%	466
2023 Q2	$21.5K	Hold	1,145	–	–	﹤0.01%	477
2023 Q1	$20.6K	Hold	1,145	–	–	﹤0.01%	471
2022 Q4	$21.2K	Hold	1,145	–	–	﹤0.01%	454
2022 Q3	$22K	Hold	1,145	–	–	﹤0.01%	449
2022 Q2	$24K	Hold	1,145	–	–	﹤0.01%	395
2022 Q1	$28K	Hold	1,145	–	–	﹤0.01%	407
2021 Q4	$30K	Buy	+1,145	New	+$29.9K	﹤0.01%	430

Other funds holding PDI

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SCM

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s PDI Position: Q4 2023 in Review

Pinnacle Financial Partners (Tennessee) sold out of PIMCO Dynamic Income Fund (PDI) in Q4 2023, closing a stake of 1,145 shares — an estimated $19.8K sold.

Pinnacle Financial Partners (Tennessee) first reported a position in PDI in Q4 2021 and held it in 8 quarters. The position peaked at $30K in Q4 2021. 260 funds tracked by Wall St. Rank hold PDI as of Q4 2023.

Pinnacle Financial Partners (Tennessee) reported no remaining PIMCO Dynamic Income Fund position as of Q4 2023 after selling out during the quarter.
Pinnacle Financial Partners (Tennessee) sold 1,145 PIMCO Dynamic Income Fund shares in Q4 2023, an estimated $19.8K.
Pinnacle Financial Partners (Tennessee) first reported a position in PIMCO Dynamic Income Fund in Q4 2021 and held it in 8 quarters.
Pinnacle Financial Partners (Tennessee)'s PIMCO Dynamic Income Fund position peaked at $30K in Q4 2021.
260 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q4 2023.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q4 2023, filed 22 Jan 2024.