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Teamwork Financial Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History

Teamwork Financial Advisors’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
2024
Q1 		– Sell
-15,103
Closed -$271K – 198
2023
Q4 		$271K Buy
+15,103
New +$260K 0.05% 151

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AWS
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Cohen & Steers
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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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Teamwork Financial Advisors's PDI Position: Q1 2024 in Review

Teamwork Financial Advisors sold out of PIMCO Dynamic Income Fund (PDI) in Q1 2024, closing a stake of 15,103 shares — an estimated $271K sold.

Teamwork Financial Advisors first reported a position in PDI in Q4 2023 and held it in 1 quarter. The position peaked at $271K in Q4 2023. 269 funds tracked by Wall St. Rank hold PDI as of Q1 2024.

  • Teamwork Financial Advisors reported no remaining PIMCO Dynamic Income Fund position as of Q1 2024 after selling out during the quarter.
  • Teamwork Financial Advisors sold 15,103 PIMCO Dynamic Income Fund shares in Q1 2024, an estimated $271K.
  • Teamwork Financial Advisors first reported a position in PIMCO Dynamic Income Fund in Q4 2023 and held it in 1 quarter.
  • Teamwork Financial Advisors's PIMCO Dynamic Income Fund position peaked at $271K in Q4 2023.
  • 269 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q1 2024.

Based on Teamwork Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.