JSSH
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J. Safra Sarasin Holding’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

J. Safra Sarasin Holding’s Portfolio LTPZ Stock Details LTPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-86,742
Closed -$4.69M – 463
2024
Q2 		$4.69M Buy
+86,742
New +$4.67M 0.09% 137

Other funds holding LTPZ

EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $92M AUM 25.18% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

J. Safra Sarasin Holding's LTPZ Position: Q3 2024 in Review

J. Safra Sarasin Holding sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q3 2024, closing a stake of 86,742 shares — an estimated $4.69M sold.

J. Safra Sarasin Holding first reported a position in LTPZ in Q2 2024 and held it in 1 quarter. The position peaked at $4.69M in Q2 2024. 80 funds tracked by Wall St. Rank hold LTPZ as of Q3 2024.

  • J. Safra Sarasin Holding reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • J. Safra Sarasin Holding sold 86,742 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q3 2024, an estimated $4.69M.
  • J. Safra Sarasin Holding first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q2 2024 and held it in 1 quarter.
  • J. Safra Sarasin Holding's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $4.69M in Q2 2024.
  • 80 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q3 2024.

Based on J. Safra Sarasin Holding's 13F filing for Q3 2024, filed 12 Nov 2024.