Sapient Capital
PDX icon

Sapient Capital’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Sapient Capital’s Portfolio PDX Stock Details PDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,272
Closed -$220K – 377
2024
Q4 		$220K Buy
+8,272
New +$207K ﹤0.01% 343

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IEQ Capital
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Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Punch & Associates Investment Management
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Williams Jones Wealth Management
Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Sapient Capital's PDX Position: Q1 2025 in Review

Sapient Capital sold out of PIMCO Dynamic Income Strategy Fund (PDX) in Q1 2025, closing a stake of 8,272 shares — an estimated $220K sold.

Sapient Capital first reported a position in PDX in Q4 2024 and held it in 1 quarter. The position peaked at $220K in Q4 2024. 82 funds tracked by Wall St. Rank hold PDX as of Q1 2025.

  • Sapient Capital reported no remaining PIMCO Dynamic Income Strategy Fund position as of Q1 2025 after selling out during the quarter.
  • Sapient Capital sold 8,272 PIMCO Dynamic Income Strategy Fund shares in Q1 2025, an estimated $220K.
  • Sapient Capital first reported a position in PIMCO Dynamic Income Strategy Fund in Q4 2024 and held it in 1 quarter.
  • Sapient Capital's PIMCO Dynamic Income Strategy Fund position peaked at $220K in Q4 2024.
  • 82 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q1 2025.

Based on Sapient Capital's 13F filing for Q1 2025, filed 15 Apr 2025.