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Goldstein Advisors’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Goldstein Advisors’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
2024
Q3 		– Sell
-2,562
Closed -$258K – 209
2024
Q2 		$258K Sell
2,562
-355
-12% -$35.6K 0.04% 134
2024
Q1 		$293K Sell
2,917
-782
-21% -$78.4K 0.05% 117
2023
Q4 		$369K Buy
+3,699
New +$370K 0.06% 126

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldstein Advisors's MINT Position: Q3 2024 in Review

Goldstein Advisors sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q3 2024, closing a stake of 2,562 shares — an estimated $258K sold.

Goldstein Advisors first reported a position in MINT in Q4 2023 and held it in 3 quarters. The position peaked at $369K in Q4 2023. 639 funds tracked by Wall St. Rank hold MINT as of Q3 2024.

  • Goldstein Advisors reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • Goldstein Advisors sold 2,562 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2024, an estimated $258K.
  • Goldstein Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2023 and held it in 3 quarters.
  • Goldstein Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $369K in Q4 2023.
  • 639 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2024.

Based on Goldstein Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.