Williams Jones Wealth Management »

PIMCO Dynamic Income Opportuni shares owned by Williams Jones Wealth Management

Quarter-by-quarter ownership of PIMCO Dynamic Income Opportuni (PDO) shares owned by Williams Jones Wealth Management from 13F filings

Historical chart of Williams Jones Wealth Management investment in PIMCO Dynamic Income Opportuni

Tip: Access up to 7 years of quarterly data

All positions including PIMCO Dynamic Income Opportuni held by Williams Jones Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in PIMCO Dynamic Income Opportuni by Williams Jones Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $288k 22k 13.17
2023-09-30 $270k 23k 11.88

More positions owned by Williams Jones Wealth Management

Apple CS (AAPL)
Microsoft Corp CS (MSFT)
Costco Whsl Corp CS (COST)
Visa Inc Com Cl A CS (V)
Accenture Plc Ireland Shs Clas CS (ACN)
Alphabet Inc Cap Stk Cl A CS (GOOGL)
Intuit CS (INTU)
Idexx Labs CS (IDXX)
Amazon CS (AMZN)
Nvidia Corp CS (NVDA)
Zoetis Inc Cl A CS (ZTS)
Ecolab CS (ECL)
Mettler Toledo International C CS (MTD)
Automatic Data Processing CS (ADP)
Roper Technologies CS (ROP)

View all positions for Williams Jones Wealth Management

Top funds holding PIMCO Dynamic Income Opportuni

Morgan Stanley
UBS Group
Wells Fargo & Company
Cohen & Steers Capital Management
Penserra Capital Management
SOL Capital Management
Bank of America Corporation
Commonwealth Equity Services
Royal Bank of Canada
Cornerstone Advisory
Guggenheim Capital, LLC Managers
Element Wealth
LPL Financial
Capital Investment Advisors
Advisor Group Holdings

View all funds holding PIMCO Dynamic Income Opportuni