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Triad Wealth Partners’s PIMCO Dynamic Income Fund PDI Stock Holding History

Triad Wealth Partners’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
Q3 		– Sell
-61
Closed -$1.15K – 654
2024
Q2 		$1.15K Buy
+61
New +$1.17K ﹤0.01% 856

Other funds holding PDI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Triad Wealth Partners's PDI Position: Q3 2024 in Review

Triad Wealth Partners sold out of PIMCO Dynamic Income Fund (PDI) in Q3 2024, closing a stake of 61 shares — an estimated $1.15K sold.

Triad Wealth Partners first reported a position in PDI in Q2 2024 and held it in 1 quarter. The position peaked at $1.15K in Q2 2024. 291 funds tracked by Wall St. Rank hold PDI as of Q3 2024.

  • Triad Wealth Partners reported no remaining PIMCO Dynamic Income Fund position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 61 PIMCO Dynamic Income Fund shares in Q3 2024, an estimated $1.15K.
  • Triad Wealth Partners first reported a position in PIMCO Dynamic Income Fund in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's PIMCO Dynamic Income Fund position peaked at $1.15K in Q2 2024.
  • 291 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.