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HCR Wealth Advisors

SEC CIK
0001697715
Latest filing
Jul 13, 2026

PTY holding history

PIMCO Corporate & Income Opportunity Fund in every 13F filed by HCR Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PTY overviewAll 13F holders of PTYFull Q2 2026 holdings

Shares (Q2 2022)
0
Sold out in Q2 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q1 2021
Holdings of PTY by HCR Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20220$00.0%−36,284−100.0%Sold outHolders
Q1 202236,284$557.0K0.1%−2,648−6.8%ReducedHolders
Q4 202138,932$644.0K0.1%−466−1.2%ReducedHolders
Q3 202139,398$721.0K0.1%+917+2.4%AddedHolders
Q2 202138,481$762.0K0.1%−411−1.1%ReducedHolders
Q1 202138,892$711.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.