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Sugarloaf Wealth Management’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Sugarloaf Wealth Management’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
2024
Q1 		– Sell
-1,237
Closed -$15.1K – 708
2023
Q4 		$15.1K Buy
+1,237
New +$14.5K ﹤0.01% 438

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Sugarloaf Wealth Management's PDO Position: Q1 2024 in Review

Sugarloaf Wealth Management sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q1 2024, closing a stake of 1,237 shares — an estimated $15.1K sold.

Sugarloaf Wealth Management first reported a position in PDO in Q4 2023 and held it in 1 quarter. The position peaked at $15.1K in Q4 2023. 109 funds tracked by Wall St. Rank hold PDO as of Q1 2024.

  • Sugarloaf Wealth Management reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,237 PIMCO Dynamic Income Opportunities Fund shares in Q1 2024, an estimated $15.1K.
  • Sugarloaf Wealth Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2023 and held it in 1 quarter.
  • Sugarloaf Wealth Management's PIMCO Dynamic Income Opportunities Fund position peaked at $15.1K in Q4 2023.
  • 109 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.