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Capital Performance Advisors’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Capital Performance Advisors’s Portfolio TIPZ Stock Details TIPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-201
Closed -$10.9K – 2445
2024
Q3 		$10.9K Buy
+201
New +$10.7K ﹤0.01% 814

Other funds holding TIPZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
HC
Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

Capital Performance Advisors's TIPZ Position: Q4 2024 in Review

Capital Performance Advisors sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2024, closing a stake of 201 shares — an estimated $10.9K sold.

Capital Performance Advisors first reported a position in TIPZ in Q3 2024 and held it in 1 quarter. The position peaked at $10.9K in Q3 2024. 53 funds tracked by Wall St. Rank hold TIPZ as of Q4 2024.

  • Capital Performance Advisors reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 201 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2024, an estimated $10.9K.
  • Capital Performance Advisors first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $10.9K in Q3 2024.
  • 53 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.