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Pimco shares owned by Atria Investments

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 147k 26.65
2024-06-30 $3.8M 149k 25.64
2024-03-31 $2.1M 83k 25.76

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Pimco

Retirement Planning Group
Sequoia Financial Advisors
LPL Financial
AE Wealth Management
HighTower Advisors
Goss Wealth Management
Krilogy Financial
Envestnet Asset Management
Family Investment Center
Wells Fargo & Company
Berger Financial Group
Falcon Wealth Planning
WCG Wealth Advisors
TCG Advisory Services
Cardinal Point Capital Management, ULC

View all funds holding Pimco