SWM
PTY icon

Sanctuary Wealth Management’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Sanctuary Wealth Management’s Portfolio PTY Stock Details PTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$12K Buy
+1,000
New +$12.5K 0.01% 118

Other funds holding PTY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Sanctuary Wealth Management's PTY Position: Q4 2022 in Review

Sanctuary Wealth Management opened a new position in PIMCO Corporate & Income Opportunity Fund (PTY) in Q4 2022: 1,000 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #118 among its holdings.

154 funds tracked by Wall St. Rank hold PTY as of Q4 2022.

  • Sanctuary Wealth Management held 1,000 shares of PIMCO Corporate & Income Opportunity Fund worth $12K as of Q4 2022.
  • PIMCO Corporate & Income Opportunity Fund was a new Sanctuary Wealth Management position in Q4 2022.
  • PIMCO Corporate & Income Opportunity Fund made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2022, its #118 holding.
  • 154 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q4 2022.

Based on Sanctuary Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.