TWM
PDO

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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 $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return