VHAM
PDX

Van Hulzen Asset Management’s PIMCO Dynamic Income Strategy Fund PDX Stock Holding History

Van Hulzen Asset Management’s Portfolio PDX Stock Details PDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,500
Closed -$118K – 868
2024
Q4 		$118K Buy
+4,500
New +$112K 0.01% 380

Other funds holding PDX

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IC
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RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WJWM
Williams Jones Wealth Management New York $8.14B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Van Hulzen Asset Management's PDX Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of PIMCO Dynamic Income Strategy Fund (PDX) in Q1 2025, closing a stake of 4,500 shares — an estimated $118K sold.

Van Hulzen Asset Management first reported a position in PDX in Q4 2024 and held it in 1 quarter. The position peaked at $118K in Q4 2024. 82 funds tracked by Wall St. Rank hold PDX as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining PIMCO Dynamic Income Strategy Fund position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 4,500 PIMCO Dynamic Income Strategy Fund shares in Q1 2025, an estimated $118K.
  • Van Hulzen Asset Management first reported a position in PIMCO Dynamic Income Strategy Fund in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's PIMCO Dynamic Income Strategy Fund position peaked at $118K in Q4 2024.
  • 82 funds tracked by Wall St. Rank held PIMCO Dynamic Income Strategy Fund as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.