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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
2024-03-31 $408k 16k 25.76
2023-12-31 $348k 14k 25.67

More positions owned by Pasadena Private Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pacer Fds Tr Pacer Us Small (CALF)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Flexshares Tr Mornstar Upstr (GUNR)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Direxion Shs Etf Tr Auspce Cmd Stg (COM)
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Pasadena Private Wealth

Top funds holding Pimco

HighTower Advisors
Krilogy Financial
Berger Financial Group
Captrust Financial Advisors
Pictet North America Advisors SA
First Heartland Consultants
Wealth Alliance Advisory Group
EnRich Financial Partners
Sanchez Wealth Management Group
Bridgewealth Advisory Group
Aveo Capital Partners
Beta Wealth
Precision Wealth Strategies
Wealth Enhancement Advisory Services
Fortress Wealth Management

View all funds holding Pimco