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Ridgewood Investments’s PIMCO Dynamic Income Fund PDI Stock Holding History

Ridgewood Investments’s Portfolio PDI Stock Details PDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-73
Closed -$1.31K – 860
2023
Q1 		$1.31K Buy
+73
New +$1.43K ﹤0.01% 723

Other funds holding PDI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Ridgewood Investments's PDI Position: Q2 2023 in Review

Ridgewood Investments sold out of PIMCO Dynamic Income Fund (PDI) in Q2 2023, closing a stake of 73 shares — an estimated $1.31K sold.

Ridgewood Investments first reported a position in PDI in Q1 2023 and held it in 1 quarter. The position peaked at $1.31K in Q1 2023. 243 funds tracked by Wall St. Rank hold PDI as of Q2 2023.

  • Ridgewood Investments reported no remaining PIMCO Dynamic Income Fund position as of Q2 2023 after selling out during the quarter.
  • Ridgewood Investments sold 73 PIMCO Dynamic Income Fund shares in Q2 2023, an estimated $1.31K.
  • Ridgewood Investments first reported a position in PIMCO Dynamic Income Fund in Q1 2023 and held it in 1 quarter.
  • Ridgewood Investments's PIMCO Dynamic Income Fund position peaked at $1.31K in Q1 2023.
  • 243 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q2 2023.

Based on Ridgewood Investments's 13F filing for Q2 2023, filed 7 Aug 2023.