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Wingate Wealth Advisors’s PIMCO Corporate & Income Opportunity Fund PTY Stock Holding History

Wingate Wealth Advisors’s Portfolio PTY Stock Details PTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-350
Closed -$5.03K – 336
2024
Q4 		$5.03K Buy
+350
New +$5.09K ﹤0.01% 386

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PI
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Wingate Wealth Advisors's PTY Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of PIMCO Corporate & Income Opportunity Fund (PTY) in Q1 2025, closing a stake of 350 shares — an estimated $5.03K sold.

Wingate Wealth Advisors first reported a position in PTY in Q4 2024 and held it in 1 quarter. The position peaked at $5.03K in Q4 2024. 190 funds tracked by Wall St. Rank hold PTY as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining PIMCO Corporate & Income Opportunity Fund position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 350 PIMCO Corporate & Income Opportunity Fund shares in Q1 2025, an estimated $5.03K.
  • Wingate Wealth Advisors first reported a position in PIMCO Corporate & Income Opportunity Fund in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's PIMCO Corporate & Income Opportunity Fund position peaked at $5.03K in Q4 2024.
  • 190 funds tracked by Wall St. Rank held PIMCO Corporate & Income Opportunity Fund as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.