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Prestige Wealth Management Group’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Prestige Wealth Management Group’s Portfolio CORP Stock Details CORP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-425
Closed -$49K – 985
2021
Q2 		$49K Hold
425
– – 0.01% 252
2021
Q1 		$47K Sell
425
-729
-63% -$82.9K 0.01% 254
2020
Q4 		$135K Sell
1,154
-183
-14% -$21.2K 0.04% 145
2020
Q3 		$154K Buy
1,337
+539
+68% +$62.4K 0.05% 133
2020
Q2 		$92K Buy
+798
New +$88.4K 0.03% 160

Other funds holding CORP

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MAG
Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TCM
Towercrest Capital Management Newtown, Pennsylvania $642M AUM 11.71% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
AWMG
Alliance Wealth Management Group Flemington, New Jersey $457M AUM 12.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Prestige Wealth Management Group's CORP Position: Q3 2021 in Review

Prestige Wealth Management Group sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q3 2021, closing a stake of 425 shares — an estimated $49K sold.

Prestige Wealth Management Group first reported a position in CORP in Q2 2020 and held it in 5 quarters. The position peaked at $154K in Q3 2020. 125 funds tracked by Wall St. Rank hold CORP as of Q3 2021.

  • Prestige Wealth Management Group reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q3 2021 after selling out during the quarter.
  • Prestige Wealth Management Group sold 425 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q3 2021, an estimated $49K.
  • Prestige Wealth Management Group first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q2 2020 and held it in 5 quarters.
  • Prestige Wealth Management Group's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $154K in Q3 2020.
  • 125 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q3 2021.

Based on Prestige Wealth Management Group's 13F filing for Q3 2021, filed 12 Nov 2021.