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WR Wealth Planners’s PIMCO Dynamic Income Fund PDI Stock Holding History

WR Wealth Planners’s Portfolio PDI Stock Details PDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$15.3K Buy
837
+28
+3% +$544 ﹤0.01% 526
2024
Q3 		$16.4K Buy
809
+27
+3% +$517 ﹤0.01% 543
2024
Q2 		$14.7K Buy
+782
New +$15K ﹤0.01% 507

Other funds holding PDI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WR Wealth Planners's PDI Position: Q4 2024 in Review

WR Wealth Planners increased its PIMCO Dynamic Income Fund (PDI) stake by 3.5% in Q4 2024, buying an estimated $544 and bringing the position to 837 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

WR Wealth Planners first reported a position in PDI in Q2 2024 and has held it in 3 quarters since. The position peaked at $16.4K in Q3 2024. 317 funds tracked by Wall St. Rank hold PDI as of Q4 2024.

  • WR Wealth Planners held 837 shares of PIMCO Dynamic Income Fund worth $15.3K as of Q4 2024.
  • WR Wealth Planners bought 28 PIMCO Dynamic Income Fund shares in Q4 2024, an estimated $544.
  • PIMCO Dynamic Income Fund made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #526 holding.
  • WR Wealth Planners first reported a position in PIMCO Dynamic Income Fund in Q2 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's PIMCO Dynamic Income Fund position peaked at $16.4K in Q3 2024.
  • 317 funds tracked by Wall St. Rank held PIMCO Dynamic Income Fund as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.