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Avior Wealth Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Avior Wealth Management’s Portfolio STPZ Stock Details STPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-454
Closed -$24K – 865
2019
Q2 		$24K Buy
+454
New +$23.6K ﹤0.01% 505

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Avior Wealth Management's STPZ Position: Q3 2019 in Review

Avior Wealth Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2019, closing a stake of 454 shares — an estimated $24K sold.

Avior Wealth Management first reported a position in STPZ in Q2 2019 and held it in 1 quarter. The position peaked at $24K in Q2 2019. 91 funds tracked by Wall St. Rank hold STPZ as of Q3 2019.

  • Avior Wealth Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2019 after selling out during the quarter.
  • Avior Wealth Management sold 454 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2019, an estimated $24K.
  • Avior Wealth Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2019 and held it in 1 quarter.
  • Avior Wealth Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $24K in Q2 2019.
  • 91 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2019.

Based on Avior Wealth Management's 13F filing for Q3 2019, filed 9 Oct 2019.