WIA
PFL

World Investment Advisors’s PIMCO Income Strategy Fund PFL Stock Holding History

World Investment Advisors’s Portfolio PFL Stock Details PFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-11,531
Closed -$119K – 284
2021
Q4 		$119K Buy
11,531
+239
+2% +$2.65K 0.02% 261
2021
Q3 		$132K Buy
+11,292
New +$141K 0.03% 245
2021
Q2 		– Sell
-13,427
Closed -$161K – 255
2021
Q1 		$161K Hold
13,427
– – 0.04% 219
2020
Q4 		$159K Buy
13,427
+843
+7% +$9.02K 0.04% 225
2020
Q3 		$128K Hold
12,584
– – 0.04% 170
2020
Q2 		$128K Buy
+12,584
New +$115K 0.04% 161

Other funds holding PFL

F
F3Logic Burnsville, Minnesota $476M AUM 16.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIA
Armor Investment Advisors Raleigh, North Carolina $278M AUM 14.95% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

World Investment Advisors's PFL Position: Q1 2022 in Review

World Investment Advisors sold out of PIMCO Income Strategy Fund (PFL) in Q1 2022, closing a stake of 11,531 shares — an estimated $119K sold.

World Investment Advisors first reported a position in PFL in Q2 2020 and held it in 6 quarters. The position peaked at $161K in Q1 2021. 55 funds tracked by Wall St. Rank hold PFL as of Q1 2022.

  • World Investment Advisors reported no remaining PIMCO Income Strategy Fund position as of Q1 2022 after selling out during the quarter.
  • World Investment Advisors sold 11,531 PIMCO Income Strategy Fund shares in Q1 2022, an estimated $119K.
  • World Investment Advisors first reported a position in PIMCO Income Strategy Fund in Q2 2020 and held it in 6 quarters.
  • World Investment Advisors's PIMCO Income Strategy Fund position peaked at $161K in Q1 2021.
  • 55 funds tracked by Wall St. Rank held PIMCO Income Strategy Fund as of Q1 2022.

Based on World Investment Advisors's 13F filing for Q1 2022, filed 12 May 2022.