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

Cardinal Point 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
2021 Q3	$324K	Sell	3,180 -519	-14%	-$52.9K	0.15%	32
2021 Q2	$377K	Buy	3,699 +519	+16%	+$52.9K	0.17%	32
2021 Q1	$324K	Buy	3,180 +200	+7%	+$20.4K	0.16%	31
2020 Q4	$304K	Buy	+2,980	New	+$304K	0.15%	31

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

Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return

BIAS

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cardinal Point Wealth Management's MINT Position: Q3 2021 in Review

Cardinal Point Wealth Management reduced its PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) stake by 14% in Q3 2021, selling an estimated $52.9K and leaving 3,180 shares worth $324K. The position accounts for 0.15% of the portfolio, ranked #32.

Cardinal Point Wealth Management first reported a position in MINT in Q4 2020 and has held it in 4 quarters since. The position peaked at $377K in Q2 2021. 627 funds tracked by Wall St. Rank hold MINT as of Q3 2021.

Cardinal Point Wealth Management held 3,180 shares of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund worth $324K as of Q3 2021.
Cardinal Point Wealth Management sold 519 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2021, an estimated $52.9K.
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund made up 0.15% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #32 holding.
Cardinal Point Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2020 and has held it in 4 quarters since.
Cardinal Point Wealth Management's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $377K in Q2 2021.
627 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.