WP
PCN

WealthSpring Partners’s PIMCO Corporate & Income Strategy Fund PCN Stock Holding History

WealthSpring Partners’s Portfolio PCN Stock Details PCN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-20,008
Closed -$237K – 76
2022
Q3 		$237K Buy
+20,008
New +$268K 0.21% 67

Other funds holding PCN

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BA
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ECA
Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WealthSpring Partners's PCN Position: Q4 2022 in Review

WealthSpring Partners sold out of PIMCO Corporate & Income Strategy Fund (PCN) in Q4 2022, closing a stake of 20,008 shares — an estimated $237K sold.

WealthSpring Partners first reported a position in PCN in Q3 2022 and held it in 1 quarter. The position peaked at $237K in Q3 2022. 81 funds tracked by Wall St. Rank hold PCN as of Q4 2022.

  • WealthSpring Partners reported no remaining PIMCO Corporate & Income Strategy Fund position as of Q4 2022 after selling out during the quarter.
  • WealthSpring Partners sold 20,008 PIMCO Corporate & Income Strategy Fund shares in Q4 2022, an estimated $237K.
  • WealthSpring Partners first reported a position in PIMCO Corporate & Income Strategy Fund in Q3 2022 and held it in 1 quarter.
  • WealthSpring Partners's PIMCO Corporate & Income Strategy Fund position peaked at $237K in Q3 2022.
  • 81 funds tracked by Wall St. Rank held PIMCO Corporate & Income Strategy Fund as of Q4 2022.

Based on WealthSpring Partners's 13F filing for Q4 2022, filed 10 Feb 2023.