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

Tradition 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	-1,046	Closed	-$13K	–	951
2023 Q4	$13K	Hold	1,046	–	–	﹤0.01%	949
2023 Q3	$12K	Hold	1,046	–	–	﹤0.01%	979
2023 Q2	$14K	Hold	1,046	–	–	﹤0.01%	967
2023 Q1	$13K	Hold	1,046	–	–	﹤0.01%	938
2022 Q4	$13K	Sell	1,046 -1,307	-56%	-$18K	﹤0.01%	848
2022 Q3	$31K	Buy	2,353 +1,057	+82%	+$15.6K	﹤0.01%	646
2022 Q2	$18K	Buy	1,296 +28	+2%	+$433	﹤0.01%	665
2022 Q1	$22K	Buy	1,268 +23	+2%	+$410	﹤0.01%	693
2021 Q4	$24K	Buy	1,245 +45	+4%	+$924	﹤0.01%	690
2021 Q3	$25K	Buy	+1,200	New	+$25.8K	﹤0.01%	673

Other funds holding PDO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Tradition Wealth Management sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q1 2024, closing a stake of 1,046 shares — an estimated $13K sold.

Tradition Wealth Management first reported a position in PDO in Q3 2021 and held it in 10 quarters. The position peaked at $31K in Q3 2022. 109 funds tracked by Wall St. Rank hold PDO as of Q1 2024.

Tradition Wealth Management reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 1,046 PIMCO Dynamic Income Opportunities Fund shares in Q1 2024, an estimated $13K.
Tradition Wealth Management first reported a position in PIMCO Dynamic Income Opportunities Fund in Q3 2021 and held it in 10 quarters.
Tradition Wealth Management's PIMCO Dynamic Income Opportunities Fund position peaked at $31K in Q3 2022.
109 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.