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Synovus Financial’s PIMCO Dynamic Income Fund PDI Stock Holding History

Synovus Financial’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
2022
Q3 		– Sell
-10,011
Closed -$210K – 873
2022
Q2 		$210K Sell
10,011
-9,314
-48% -$207K ﹤0.01% 798
2022
Q1 		$472K Buy
19,325
+6,966
+56% +$171K 0.01% 634
2021
Q4 		$319K Sell
12,359
-1,010
-8% -$26.4K ﹤0.01% 741
2021
Q3 		$355K Sell
13,369
-2,440
-15% -$68.5K ﹤0.01% 690
2021
Q2 		$455K Sell
15,809
-220
-1% -$6.35K ﹤0.01% 640
2021
Q1 		$449K Buy
16,029
+867
+6% +$23.6K 0.01% 578
2020
Q4 		$400K Buy
15,162
+181
+1% +$4.64K ﹤0.01% 589
2020
Q3 		$381K Sell
14,981
-342
-2% -$8.46K 0.01% 555
2020
Q2 		$380K Sell
15,323
-3,253
-18% -$77.6K 0.01% 526
2020
Q1 		$410K Sell
18,576
-802
-4% -$24K 0.01% 575
2019
Q4 		$630K Buy
19,378
+354
+2% +$11.7K 0.01% 416
2019
Q3 		$619K Buy
19,024
+1,155
+6% +$36.8K 0.01% 414
2019
Q2 		$574K Buy
17,869
+4,773
+36% +$153K 0.01% 431
2019
Q1 		$419K Buy
13,096
+4,520
+53% +$143K 0.01% 475
2018
Q4 		$250K Buy
8,576
+119
+1% +$3.69K ﹤0.01% 522
2018
Q3 		$283K Buy
8,457
+61
+0.7% +$2K ﹤0.01% 540
2018
Q2 		$267K Sell
8,396
-1,001
-11% -$31.3K ﹤0.01% 534
2018
Q1 		$290K Buy
9,397
+88
+0.9% +$2.66K ﹤0.01% 506
2017
Q4 		$280K Buy
9,309
+84
+0.9% +$2.54K ﹤0.01% 503
2017
Q3 		$285K Sell
9,225
-321
-3% -$9.71K 0.01% 491
2017
Q2 		$288K Buy
9,546
+489
+5% +$14.4K 0.01% 504
2017
Q1 		$262K Buy
9,057
+263
+3% +$7.46K 0.01% 478
2016
Q4 		$244K Buy
8,794
+77
+0.9% +$2.18K 0.01% 474
2016
Q3 		$248K Buy
8,717
+77
+0.9% +$2.19K 0.01% 453
2016
Q2 		$238K Buy
8,640
+77
+0.9% +$2.08K 0.01% 442
2016
Q1 		$223K Sell
8,563
-2,264
-21% -$58.9K 0.01% 458
2015
Q4 		$297K Buy
10,827
+99
+0.9% +$2.88K 0.01% 394
2015
Q3 		$309K Buy
10,728
+169
+2% +$4.85K 0.01% 385
2015
Q2 		$309K Sell
10,559
-179
-2% -$5.29K 0.01% 386
2015
Q1 		$312K Buy
10,738
+7,529
+235% +$224K 0.01% 400
2014
Q4 		$99K Buy
+3,209
New +$103K ﹤0.01% 528

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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Synovus Financial's PDI Position: Q3 2022 in Review

Synovus Financial sold out of PIMCO Dynamic Income Fund (PDI) in Q3 2022, closing a stake of 10,011 shares — an estimated $210K sold.

Synovus Financial first reported a position in PDI in Q4 2014 and held it in 31 quarters. The position peaked at $630K in Q4 2019. 219 funds tracked by Wall St. Rank hold PDI as of Q3 2022.

  • Synovus Financial reported no remaining PIMCO Dynamic Income Fund position as of Q3 2022 after selling out during the quarter.
  • Synovus Financial sold 10,011 PIMCO Dynamic Income Fund shares in Q3 2022, an estimated $210K.
  • Synovus Financial first reported a position in PIMCO Dynamic Income Fund in Q4 2014 and held it in 31 quarters.
  • Synovus Financial's PIMCO Dynamic Income Fund position peaked at $630K in Q4 2019.
  • 219 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2022.

Based on Synovus Financial's 13F filing for Q3 2022, filed 27 Oct 2022.