Western Wealth Management’s PIMCO California Municipal Income Fund III PZC Stock Holding History

Western Wealth Management’s Portfolio PZC Stock Details PZC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,491	Closed	-$78.7K	–	734
2024 Q3	$78.7K	Buy	+10,491	New	+$76.8K	﹤0.01%	732
2024 Q1	–	Sell	-13,491	Closed	-$99.4K	–	705
2023 Q4	$99.4K	Hold	13,491	–	–	0.01%	681
2023 Q3	$92.4K	Buy	13,491 +33	+0.2%	+$252	0.01%	636
2023 Q2	$104K	Buy	13,458 +50	+0.4%	+$386	0.01%	626
2023 Q1	$104K	Buy	+13,408	New	+$105K	0.01%	621

Other funds holding PZC

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

CWP

Core Wealth Partners Santa Rosa, California $235M AUM 25.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Western Wealth Management's PZC Position: Q4 2024 in Review

Western Wealth Management sold out of PIMCO California Municipal Income Fund III (PZC) in Q4 2024, closing a stake of 10,491 shares — an estimated $78.7K sold.

Western Wealth Management first reported a position in PZC in Q1 2023 and held it in 5 quarters. The position peaked at $104K in Q1 2023. 35 funds tracked by Wall St. Rank hold PZC as of Q4 2024.

Western Wealth Management reported no remaining PIMCO California Municipal Income Fund III position as of Q4 2024 after selling out during the quarter.
Western Wealth Management sold 10,491 PIMCO California Municipal Income Fund III shares in Q4 2024, an estimated $78.7K.
Western Wealth Management first reported a position in PIMCO California Municipal Income Fund III in Q1 2023 and held it in 5 quarters.
Western Wealth Management's PIMCO California Municipal Income Fund III position peaked at $104K in Q1 2023.
35 funds tracked by Wall St. Rank held PIMCO California Municipal Income Fund III as of Q4 2024.

Based on Western Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.