Aevitas Wealth Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History
Bought
Maintained
Sold
Other funds holding LDUR
HHGA
TCM
EGWAG
Aevitas Wealth Management's LDUR Position: Q4 2022 in Review
Aevitas Wealth Management increased its PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) stake by 92% in Q4 2022, buying an estimated $3.01M and bringing the position to 66,835 shares worth $6.3M. The position accounts for 3.73% of the portfolio, ranked #4.
Aevitas Wealth Management first reported a position in LDUR in Q1 2022 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold LDUR as of Q4 2022.
- Aevitas Wealth Management held 66,835 shares of PIMCO Enhanced Low Duration Active Exchange-Traded Fund worth $6.3M as of Q4 2022.
- Aevitas Wealth Management bought 32,041 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q4 2022, an estimated $3.01M.
- PIMCO Enhanced Low Duration Active Exchange-Traded Fund made up 3.73% of Aevitas Wealth Management's portfolio in Q4 2022, its #4 holding.
- Aevitas Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q1 2022 and has held it in 4 quarters since.
- 162 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q4 2022.
Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.