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Aevitas Wealth Management’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Aevitas Wealth Management’s Portfolio MINT Stock Details MINT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$798K Buy
+8,092
New +$798K 0.47% 50

Other funds holding MINT

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aevitas Wealth Management's MINT Position: Q4 2022 in Review

Aevitas Wealth Management opened a new position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q4 2022: 8,092 shares worth $798K. The stake represents 0.47% of the portfolio and ranks #50 among its holdings.

641 funds tracked by Wall St. Rank hold MINT as of Q4 2022.

  • Aevitas Wealth Management held 8,092 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $798K as of Q4 2022.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund was a new Aevitas Wealth Management position in Q4 2022.
  • PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.47% of Aevitas Wealth Management's portfolio in Q4 2022, its #50 holding.
  • 641 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.