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Pimco Dynamic Incm Fund shares owned by Waypoint Capital Advisors

Quarter-by-quarter ownership of Pimco Dynamic Incm Fund (PDI) shares owned by Waypoint Capital Advisors from 13F filings

Historical chart of Waypoint Capital Advisors investment in Pimco Dynamic Incm Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Dynamic Incm Fund held by Waypoint Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco Dynamic Incm Fund by Waypoint Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $341k 17k 20.27
2024-06-30 $414k 22k 18.81

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American Centy Etf Tr Intl Eqt Etf (AVDE)
Apogee Therapeutics (APGE)
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Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Us Larg (AVLC)
Dimensional Etf Trust Intl Core Equity (DFIC)
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
American Centy Etf Tr Avantis Us Small (AVSC)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Waypoint Capital Advisors

Top funds holding Pimco Dynamic Incm Fund

Morgan Stanley
LPL Financial
Gridiron Partners
UBS Group
J.w. Cole Advisors
Cetera Investment Advisers
Royal Bank of Canada
PFG Investments
Raymond James Financial
Advisor Group Holdings
Commonwealth Equity Services
TD Waterhouse Canada
Cohen & Steers Capital Management
Cambridge Investment Research Advisors
Wells Fargo & Company

View all funds holding Pimco Dynamic Incm Fund