KSWA
STPZ icon

Kathleen S. Wright Associates’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Kathleen S. Wright Associates’s Portfolio STPZ Stock Details STPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-89
Closed -$4K – 202
2022
Q4 		$4K Buy
+89
New +$4.44K ﹤0.01% 184

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Kathleen S. Wright Associates's STPZ Position: Q1 2023 in Review

Kathleen S. Wright Associates sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2023, closing a stake of 89 shares — an estimated $4K sold.

Kathleen S. Wright Associates first reported a position in STPZ in Q4 2022 and held it in 1 quarter. The position peaked at $4K in Q4 2022. 146 funds tracked by Wall St. Rank hold STPZ as of Q1 2023.

  • Kathleen S. Wright Associates reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 89 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2023, an estimated $4K.
  • Kathleen S. Wright Associates first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2022 and held it in 1 quarter.
  • Kathleen S. Wright Associates's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $4K in Q4 2022.
  • 146 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2023, filed 21 Apr 2023.