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The Family Firm’s PIMCO Income Strategy Fund PFL Stock Holding History

The Family Firm’s Portfolio PFL Stock Details PFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-18
Closed -$150 – 663
2024
Q2 		$150 Buy
+18
New +$149 ﹤0.01% 880

Other funds holding PFL

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Atria Wealth Solutions
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

The Family Firm's PFL Position: Q3 2024 in Review

The Family Firm sold out of PIMCO Income Strategy Fund (PFL) in Q3 2024, closing a stake of 18 shares — an estimated $150 sold.

The Family Firm first reported a position in PFL in Q2 2024 and held it in 1 quarter. The position peaked at $150 in Q2 2024. 62 funds tracked by Wall St. Rank hold PFL as of Q3 2024.

  • The Family Firm reported no remaining PIMCO Income Strategy Fund position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 18 PIMCO Income Strategy Fund shares in Q3 2024, an estimated $150.
  • The Family Firm first reported a position in PIMCO Income Strategy Fund in Q2 2024 and held it in 1 quarter.
  • The Family Firm's PIMCO Income Strategy Fund position peaked at $150 in Q2 2024.
  • 62 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.