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Pimco shares owned by CWM

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

Historical chart of CWM investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by CWM

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.4M 249k 25.92
2024-09-30 $6.4M 239k 26.65
2024-06-30 $5.4M 211k 25.64
2024-03-31 $533k 21k 25.74
2023-12-31 $531k 21k 25.65

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Eafe Value Etf (EFV)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for CWM

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