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Pimco shares owned by Precision Wealth Strategies

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

Historical chart of Precision Wealth Strategies investment in Pimco

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Pimco by Precision Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.4M 317k 26.65
2024-06-30 $8.9M 347k 25.64
2024-03-31 $11M 427k 25.76

More positions owned by Precision Wealth Strategies

Belpointe Prep Unit Rp Ltd Lb A (OZ)
Pimco Etf Tr Multisector Bd (PYLD)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Meta Platforms Cl A (META)
Angel Oak Funds Trust Income Etf (CARY)
Ge Aerospace Com New (GE)
Netflix (NFLX)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
Broadcom (AVGO)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Precision Wealth Strategies

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