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

LGT Financial 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
2023
Q4 		– Sell
-36
Closed -$3.6K – 932
2023
Q3 		$3.6K Hold
36
– – ﹤0.01% 692
2023
Q2 		$3.59K Buy
+36
New +$3.58K ﹤0.01% 198
2023
Q1 		– Sell
-36
Closed -$3.55K – 159
2022
Q4 		$3.55K Buy
+36
New +$3.55K ﹤0.01% 171

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LGT Financial Advisors's MINT Position: Q4 2023 in Review

LGT Financial Advisors sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q4 2023, closing a stake of 36 shares — an estimated $3.6K sold.

LGT Financial Advisors first reported a position in MINT in Q4 2022 and held it in 3 quarters. The position peaked at $3.6K in Q3 2023. 665 funds tracked by Wall St. Rank hold MINT as of Q4 2023.

  • LGT Financial Advisors reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 36 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q4 2023, an estimated $3.6K.
  • LGT Financial Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2022 and held it in 3 quarters.
  • LGT Financial Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $3.6K in Q3 2023.
  • 665 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2023.

Based on LGT Financial Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.