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Waverly Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History

Waverly Advisors’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
2023
Q4 		– Sell
-10,201
Closed -$121K – 455
2023
Q3 		$121K Buy
10,201
+100
+1% +$1.27K 0.01% 397
2023
Q2 		$132K Buy
+10,101
New +$129K 0.01% 355

Other funds holding PDO

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 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
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Waverly Advisors's PDO Position: Q4 2023 in Review

Waverly Advisors sold out of PIMCO Dynamic Income Opportunities Fund (PDO) in Q4 2023, closing a stake of 10,201 shares — an estimated $121K sold.

Waverly Advisors first reported a position in PDO in Q2 2023 and held it in 2 quarters. The position peaked at $132K in Q2 2023. 112 funds tracked by Wall St. Rank hold PDO as of Q4 2023.

  • Waverly Advisors reported no remaining PIMCO Dynamic Income Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • Waverly Advisors sold 10,201 PIMCO Dynamic Income Opportunities Fund shares in Q4 2023, an estimated $121K.
  • Waverly Advisors first reported a position in PIMCO Dynamic Income Opportunities Fund in Q2 2023 and held it in 2 quarters.
  • Waverly Advisors's PIMCO Dynamic Income Opportunities Fund position peaked at $132K in Q2 2023.
  • 112 funds tracked by Wall St. Rank held PIMCO Dynamic Income Opportunities Fund as of Q4 2023.

Based on Waverly Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.