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Beam Wealth Advisors’s PIMCO Short Term Municipal Bond Active Exchange-Traded Fund SMMU Stock Holding History

Beam Wealth Advisors’s Portfolio SMMU Stock Details SMMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-38,730
Closed -$1.89M – 116
2022
Q3 		$1.89M Buy
38,730
+12,689
+49% +$629K 2.11% 11
2022
Q2 		$1.29M Buy
+26,041
New +$1.29M 1.43% 24

Other funds holding SMMU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beam Wealth Advisors's SMMU Position: Q4 2022 in Review

Beam Wealth Advisors sold out of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) in Q4 2022, closing a stake of 38,730 shares — an estimated $1.89M sold.

Beam Wealth Advisors first reported a position in SMMU in Q2 2022 and held it in 2 quarters. The position peaked at $1.89M in Q3 2022. 112 funds tracked by Wall St. Rank hold SMMU as of Q4 2022.

  • Beam Wealth Advisors reported no remaining PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
  • Beam Wealth Advisors sold 38,730 PIMCO Short Term Municipal Bond Active Exchange-Traded Fund shares in Q4 2022, an estimated $1.89M.
  • Beam Wealth Advisors first reported a position in PIMCO Short Term Municipal Bond Active Exchange-Traded Fund in Q2 2022 and held it in 2 quarters.
  • Beam Wealth Advisors's PIMCO Short Term Municipal Bond Active Exchange-Traded Fund position peaked at $1.89M in Q3 2022.
  • 112 funds tracked by Wall St. Rank held PIMCO Short Term Municipal Bond Active Exchange-Traded Fund as of Q4 2022.

Based on Beam Wealth Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.