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Prospera Financial Services’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Prospera Financial Services’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
2022
Q2 		– Sell
-5,000
Closed -$85K – 2316
2022
Q1 		$85K Buy
+5,000
New +$89.1K ﹤0.01% 1165

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RCM
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UBS Group
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AWA
Artemis Wealth Advisors New York $835M AUM 73.7% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Prospera Financial Services's PDO Position: Q2 2022 in Review

Prospera Financial Services sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q2 2022, closing a stake of 5,000 shares — an estimated $85K sold.

Prospera Financial Services first reported a position in PDO in Q1 2022 and held it in 1 quarter. The position peaked at $85K in Q1 2022. 79 funds tracked by Wall St. Rank hold PDO as of Q2 2022.

  • Prospera Financial Services reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 5,000 PIMCO Dynamic Income Opportunities Fund shares in Q2 2022, an estimated $85K.
  • Prospera Financial Services first reported a position in PIMCO Dynamic Income Opportunities Fund in Q1 2022 and held it in 1 quarter.
  • Prospera Financial Services's PIMCO Dynamic Income Opportunities Fund position peaked at $85K in Q1 2022.
  • 79 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.