CRA Financial Services’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

CRA Financial Services’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
2022 Q2	–	Sell	-3,150	Closed	-$316K	–	212
2022 Q1	$316K	Hold	3,150	–	–	0.1%	143
2021 Q4	$320K	Hold	3,150	–	–	0.1%	149
2021 Q3	$321K	Hold	3,150	–	–	0.11%	136
2021 Q2	$321K	Hold	3,150	–	–	0.11%	133
2021 Q1	$321K	Hold	3,150	–	–	0.12%	119
2020 Q4	$321K	Buy	+3,150	New	+$321K	0.13%	113

Other funds holding MINT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

CRA Financial Services's MINT Position: Q2 2022 in Review

CRA Financial Services sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q2 2022, closing a stake of 3,150 shares — an estimated $316K sold.

CRA Financial Services first reported a position in MINT in Q4 2020 and held it in 6 quarters. The position peaked at $321K in Q3 2021. 677 funds tracked by Wall St. Rank hold MINT as of Q2 2022.

CRA Financial Services reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q2 2022 after selling out during the quarter.
CRA Financial Services sold 3,150 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2022, an estimated $316K.
CRA Financial Services first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2020 and held it in 6 quarters.
CRA Financial Services's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $321K in Q3 2021.
677 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2022.

Based on CRA Financial Services's 13F filing for Q2 2022, filed 21 Jul 2022.