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TCI Wealth Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

TCI Wealth Advisors’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
2023
Q1 		– Sell
-1,450
Closed -$18.5K – 2609
2022
Q4 		$18.5K Buy
+1,450
New +$20K ﹤0.01% 732

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TCI Wealth Advisors's PDO Position: Q1 2023 in Review

TCI Wealth Advisors sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q1 2023, closing a stake of 1,450 shares — an estimated $18.5K sold.

TCI Wealth Advisors first reported a position in PDO in Q4 2022 and held it in 1 quarter. The position peaked at $18.5K in Q4 2022. 102 funds tracked by Wall St. Rank hold PDO as of Q1 2023.

  • TCI Wealth Advisors reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,450 PIMCO Dynamic Income Opportunities Fund shares in Q1 2023, an estimated $18.5K.
  • TCI Wealth Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q4 2022 and held it in 1 quarter.
  • TCI Wealth Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $18.5K in Q4 2022.
  • 102 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.