Atlas Private Wealth Advisors’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q4	–	Sell	-325	Closed	-$33K	–	492
2021 Q3	$33K	Hold	325	–	–	0.02%	281
2021 Q2	$33K	Hold	325	–	–	0.02%	283
2021 Q1	$33K	Hold	325	–	–	0.02%	286
2020 Q4	$33K	Hold	325	–	–	0.02%	270
2020 Q3	$33K	Hold	325	–	–	0.03%	252
2020 Q2	$33K	Buy	+325	New	+$32.7K	0.03%	255

Other funds holding MINT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Atlas Private Wealth Advisors's MINT Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q4 2021, closing a stake of 325 shares — an estimated $33K sold.

Atlas Private Wealth Advisors first reported a position in MINT in Q2 2020 and held it in 6 quarters. The position peaked at $33K in Q3 2021. 678 funds tracked by Wall St. Rank hold MINT as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 325 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q4 2021, an estimated $33K.
Atlas Private Wealth Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $33K in Q3 2021.
678 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.