Truist Financial
PDO

Truist Financial’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Truist Financial’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
-15,933
Closed -$212K – 2671
2024
Q2 		$212K Sell
15,933
-4,295
-21% -$56.4K ﹤0.01% 2473
2024
Q1 		$266K Sell
20,228
-9,177
-31% -$119K ﹤0.01% 2344
2023
Q4 		$360K Buy
29,405
+4,414
+18% +$51.6K ﹤0.01% 2183
2023
Q3 		$297K Sell
24,991
-65,492
-72% -$835K ﹤0.01% 2250
2023
Q2 		$1.18M Buy
90,483
+79,889
+754% +$1.02M ﹤0.01% 1508
2023
Q1 		$131K Buy
+10,594
New +$143K ﹤0.01% 2476
2022
Q3 		– Sell
-11,908
Closed -$165K – 2634
2022
Q2 		$165K Buy
+11,908
New +$184K ﹤0.01% 2482
2022
Q1 		– Sell
-26,977
Closed -$527K – 2805
2021
Q4 		$527K Buy
26,977
+1,137
+4% +$23.4K ﹤0.01% 1983
2021
Q3 		$542K Sell
25,840
-878
-3% -$18.9K ﹤0.01% 1952
2021
Q2 		$619K Buy
26,718
+5,518
+26% +$116K ﹤0.01% 1922
2021
Q1 		$425K Buy
+21,200
New +$431K ﹤0.01% 2079

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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 $528B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return