PIWA
PDO

Prevail Innovative Wealth Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio PDO Stock Details PDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-104,199
Closed -$1.28M – 182
2023
Q4 		$1.28M Buy
104,199
+22,992
+28% +$269K 0.61% 66
2023
Q3 		$965K Buy
+81,207
New +$1.04M 0.5% 65

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Prevail Innovative Wealth Advisors's PDO Position: Q1 2024 in Review

Prevail Innovative Wealth Advisors sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q1 2024, closing a stake of 104,199 shares — an estimated $1.28M sold.

Prevail Innovative Wealth Advisors first reported a position in PDO in Q3 2023 and held it in 2 quarters. The position peaked at $1.28M in Q4 2023. 109 funds tracked by Wall St. Rank hold PDO as of Q1 2024.

  • Prevail Innovative Wealth Advisors reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 104,199 PIMCO Dynamic Income Opportunities Fund shares in Q1 2024, an estimated $1.28M.
  • Prevail Innovative Wealth Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2023 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $1.28M in Q4 2023.
  • 109 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2024, filed 10 May 2024.