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Plante Moran Financial Advisors’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Plante Moran Financial Advisors’s Portfolio PTY Stock Details PTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-840
Closed -$11K – 1030
2022
Q2 		$11K Buy
+840
New +$12K ﹤0.01% 593

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Plante Moran Financial Advisors's PTY Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of PIMCO Corporate & Income Opportunity Fund (PTY) in Q3 2022, closing a stake of 840 shares — an estimated $11K sold.

Plante Moran Financial Advisors first reported a position in PTY in Q2 2022 and held it in 1 quarter. The position peaked at $11K in Q2 2022. 142 funds tracked by Wall St. Rank hold PTY as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining PIMCO Corporate & Income Opportunity Fund position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 840 PIMCO Corporate & Income Opportunity Fund shares in Q3 2022, an estimated $11K.
  • Plante Moran Financial Advisors first reported a position in PIMCO Corporate & Income Opportunity Fund in Q2 2022 and held it in 1 quarter.
  • Plante Moran Financial Advisors's PIMCO Corporate & Income Opportunity Fund position peaked at $11K in Q2 2022.
  • 142 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.