Laurel Wealth Advisors (North Carolina)’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q2	–	Sell	-4	Closed	-$403	–	675
2024 Q1	$403	Hold	4	–	–	﹤0.01%	604
2023 Q4	$400	Hold	4	–	–	﹤0.01%	540
2023 Q3	$401	Hold	4	–	–	﹤0.01%	551
2023 Q2	$400	Hold	4	–	–	﹤0.01%	552
2023 Q1	$397	Buy	+4	New	+$397	﹤0.01%	555
2019 Q3	–	Sell	-54	Closed	-$5K	–	530
2019 Q2	$5K	Buy	+54	New	+$5.48K	﹤0.01%	437

Other funds holding MINT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Laurel Wealth Advisors (North Carolina)'s MINT Position: Q2 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q2 2024, closing a stake of 4 shares — an estimated $403 sold.

Laurel Wealth Advisors (North Carolina) first reported a position in MINT in Q2 2019 and held it in 6 quarters. The position peaked at $5K in Q2 2019. 655 funds tracked by Wall St. Rank hold MINT as of Q2 2024.

Laurel Wealth Advisors (North Carolina) reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q2 2024 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 4 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q2 2024, an estimated $403.
Laurel Wealth Advisors (North Carolina) first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2019 and held it in 6 quarters.
Laurel Wealth Advisors (North Carolina)'s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $5K in Q2 2019.
655 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q2 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2024, filed 31 Jul 2024.