UCIG
PAXS

Ulrich Consultants & Investment Group’s PIMCO Access Income Fund PAXS Stock Holding History

Ulrich Consultants & Investment Group’s Portfolio PAXS Stock Details PAXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-645,750
Closed -$10.2M – 42
2022
Q3 		$10.2M Hold
645,750
– – 7.89% 1
2022
Q2 		$10.2M Buy
+645,750
New +$11M 5.6% 2

Other funds holding PAXS

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
EW
Element Wealth Ridgeland, Mississippi $242M AUM 16.79% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

Ulrich Consultants & Investment Group's PAXS Position: Q4 2022 in Review

Ulrich Consultants & Investment Group sold out of PIMCO Access Income Fund (PAXS) in Q4 2022, closing a stake of 645,750 shares — an estimated $10.2M sold.

Ulrich Consultants & Investment Group first reported a position in PAXS in Q2 2022 and held it in 2 quarters. The position peaked at $10.2M in Q3 2022. 37 funds tracked by Wall St. Rank hold PAXS as of Q4 2022.

  • Ulrich Consultants & Investment Group reported no remaining PIMCO Access Income Fund position as of Q4 2022 after selling out during the quarter.
  • Ulrich Consultants & Investment Group sold 645,750 PIMCO Access Income Fund shares in Q4 2022, an estimated $10.2M.
  • Ulrich Consultants & Investment Group first reported a position in PIMCO Access Income Fund in Q2 2022 and held it in 2 quarters.
  • Ulrich Consultants & Investment Group's PIMCO Access Income Fund position peaked at $10.2M in Q3 2022.
  • 37 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q4 2022.

Based on Ulrich Consultants & Investment Group's 13F filing for Q4 2022, filed 3 Feb 2023.