Thomas J. Herzfeld Advisors, Inc. PDX Holdings History
Thomas J. Herzfeld Advisors, Inc.'s PIMCO Dynamic Income Strategy Fund Holding Summary
As of 2025-03-31, Thomas J. Herzfeld Advisors, Inc. held 1.64 Mil shares of PIMCO Dynamic Income Strategy Fund(PDX), totaling $40.28 Mil. This investment constitutes 13.7% of their stock portfolio, and Thomas J. Herzfeld Advisors, Inc. now holds 3.67% of the outstanding PIMCO Dynamic Income Strategy Fund(PDX) stock.
The initial trade took place in 2021Q2. And since then Thomas J. Herzfeld Advisors, Inc. has made 13 purchases of PDX, at an average price of $16.72, for a total of 1.74 Mil shares. In addition, there have been 3 sales at an average price of $19.00 for 100,552.00 shares. Based on historical transaction data and PDX's current price of $24.49, Thomas J. Herzfeld Advisors, Inc.'s estimated gain on his PDX holdings is $12.99 Mil, reflecting a 44.62% gain to date.
Thomas J. Herzfeld Advisors, Inc. PDX ($24.49) Holding Chart
Thomas J. Herzfeld Advisors, Inc. PDX ($24.49) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
