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Pimco shares owned by Pasadena Private Wealth

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

Historical chart of Pasadena Private Wealth investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $326k 12k 26.65
2024-06-30 $319k 13k 25.64
2024-03-31 $408k 16k 25.76
2023-12-31 $348k 14k 25.67

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Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Fundamental Us S (FNDA)
Direxion Shs Etf Tr Auspce Cmd Stg (COM)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Fundamental Us L (FNDX)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Flexshares Tr Mornstar Upstr (GUNR)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

View all positions for Pasadena Private Wealth

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