SWM
PMX

Spire Wealth Management’s PIMCO Municipal Income Fund III PMX Stock Holding History

Spire Wealth Management’s Portfolio PMX Stock Details PMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-39,450
Closed -$295K – 2355
2024
Q1 		$295K Sell
39,450
-286
-0.7% -$2.13K 0.01% 670
2023
Q4 		$284K Buy
39,736
+26,800
+207% +$186K 0.01% 670
2023
Q3 		$83.7K Buy
12,936
+12,650
+4,423% +$94.7K ﹤0.01% 1003
2023
Q2 		$2.3K Hold
286
– – ﹤0.01% 2171
2023
Q1 		$2.38K Hold
286
– – ﹤0.01% 2230
2022
Q4 		$2K Buy
+286
New +$2.45K ﹤0.01% 2088
2022
Q1 		– Sell
-1,328
Closed -$17K – 2790
2021
Q4 		$17K Buy
+1,328
New +$16.4K ﹤0.01% 2180
2021
Q2 		– Sell
-3,591
Closed -$44K – 2878
2021
Q1 		$44K Buy
+3,591
New +$43.8K ﹤0.01% 1791

Other funds holding PMX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Spire Wealth Management's PMX Position: Q2 2024 in Review

Spire Wealth Management sold out of PIMCO Municipal Income Fund III (PMX) in Q2 2024, closing a stake of 39,450 shares — an estimated $295K sold.

Spire Wealth Management first reported a position in PMX in Q1 2021 and held it in 8 quarters. The position peaked at $295K in Q1 2024. 69 funds tracked by Wall St. Rank hold PMX as of Q2 2024.

  • Spire Wealth Management reported no remaining PIMCO Municipal Income Fund III position as of Q2 2024 after selling out during the quarter.
  • Spire Wealth Management sold 39,450 PIMCO Municipal Income Fund III shares in Q2 2024, an estimated $295K.
  • Spire Wealth Management first reported a position in PIMCO Municipal Income Fund III in Q1 2021 and held it in 8 quarters.
  • Spire Wealth Management's PIMCO Municipal Income Fund III position peaked at $295K in Q1 2024.
  • 69 funds tracked by Wall St. Rank held PIMCO Municipal Income Fund III as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.