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

Triad Wealth Partners’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
Q3 		– Sell
-85
Closed -$1.13K – 655
2024
Q2 		$1.13K Buy
+85
New +$1.12K ﹤0.01% 859

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

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

Triad Wealth Partners sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q3 2024, closing a stake of 85 shares — an estimated $1.13K sold.

Triad Wealth Partners first reported a position in PDO in Q2 2024 and held it in 1 quarter. The position peaked at $1.13K in Q2 2024. 104 funds tracked by Wall St. Rank hold PDO as of Q3 2024.

  • Triad Wealth Partners reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 85 PIMCO Dynamic Income Opportunities Fund shares in Q3 2024, an estimated $1.13K.
  • Triad Wealth Partners first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's PIMCO Dynamic Income Opportunities Fund position peaked at $1.13K in Q2 2024.
  • 104 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q3 2024.

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