PTP
PHK

Platform Technology Partners’s PIMCO High Income Fund PHK Stock Holding History

Platform Technology Partners’s Portfolio PHK Stock Details PHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-12,274
Closed -$58.5K – 220
2023
Q1 		$58.5K Sell
12,274
-29
-0.2% -$145 0.03% 192
2022
Q4 		$58.2K Buy
+12,303
New +$59.2K 0.03% 191

Other funds holding PHK

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Platform Technology Partners's PHK Position: Q2 2023 in Review

Platform Technology Partners sold out of PIMCO High Income Fund (PHK) in Q2 2023, closing a stake of 12,274 shares — an estimated $58.5K sold.

Platform Technology Partners first reported a position in PHK in Q4 2022 and held it in 2 quarters. The position peaked at $58.5K in Q1 2023. 101 funds tracked by Wall St. Rank hold PHK as of Q2 2023.

  • Platform Technology Partners reported no remaining PIMCO High Income Fund position as of Q2 2023 after selling out during the quarter.
  • Platform Technology Partners sold 12,274 PIMCO High Income Fund shares in Q2 2023, an estimated $58.5K.
  • Platform Technology Partners first reported a position in PIMCO High Income Fund in Q4 2022 and held it in 2 quarters.
  • Platform Technology Partners's PIMCO High Income Fund position peaked at $58.5K in Q1 2023.
  • 101 funds tracked by Wall St. Rank held PIMCO High Income Fund as of Q2 2023.

Based on Platform Technology Partners's 13F filing for Q2 2023, filed 12 Jul 2023.