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Heritage Wealth Management (Arizona)’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio EMNT Stock Details EMNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-150
Closed -$15K – 908
2021
Q1 		$15K Buy
+150
New +$15.1K 0.01% 524

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AWA
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Citadel Advisors
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $197M AUM 14.82% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s EMNT Position: Q2 2021 in Review

Heritage Wealth Management (Arizona) sold out of PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) in Q2 2021, closing a stake of 150 shares — an estimated $15K sold.

Heritage Wealth Management (Arizona) first reported a position in EMNT in Q1 2021 and held it in 1 quarter. The position peaked at $15K in Q1 2021. 41 funds tracked by Wall St. Rank hold EMNT as of Q2 2021.

  • Heritage Wealth Management (Arizona) reported no remaining PIMCO Enhanced Short Maturity Active ESG ETF position as of Q2 2021 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 150 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q2 2021, an estimated $15K.
  • Heritage Wealth Management (Arizona) first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q1 2021 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $15K in Q1 2021.
  • 41 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q2 2021.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2021, filed 11 Aug 2021.