Altfest L J & Co »

Pimco shares owned by Altfest L J & Co

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Altfest L J & Co from 13F filings

Historical chart of Altfest L J & Co investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Altfest L J & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Altfest L J & Co

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.8M 69k 25.92
2024-09-30 $1.4M 54k 26.65
2024-06-30 $425k 17k 25.63

More positions owned by Altfest L J & Co

First Tr Exchange-traded No Amer Energy (EMLP)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Matthews Asia Fds Asia Innov Activ (MINV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard World Comm Srvc Etf (VOX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
RBB Us Treasr 10 Yr (UTEN)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Vanguard World Utilities Etf (VPU)
Schwab Strategic Tr Us Tips Etf (SCHP)
Amazon (AMZN)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for Altfest L J & Co

Top funds holding Pimco

LPL Financial
Retirement Planning Group
Bank of America Corporation
Morgan Stanley
Sequoia Financial Advisors
Goss Wealth Management
AE Wealth Management
HighTower Advisors
Krilogy Financial
Envestnet Asset Management
TruWealth Advisors
Falcon Wealth Planning
Independent Advisor Alliance
Family Investment Center
JSF Financial

View all funds holding Pimco