Masso Torrence Wealth Management’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Masso Torrence Wealth Management’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
2022 Q1	–	Sell	-396	Closed	-$40K	–	245
2021 Q4	$40K	Buy	+396	New	+$40.3K	0.03%	165

Other funds holding MINT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Masso Torrence Wealth Management's MINT Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2022, closing a stake of 396 shares — an estimated $40K sold.

Masso Torrence Wealth Management first reported a position in MINT in Q4 2021 and held it in 1 quarter. The position peaked at $40K in Q4 2021. 691 funds tracked by Wall St. Rank hold MINT as of Q1 2022.

Masso Torrence Wealth Management reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
Masso Torrence Wealth Management sold 396 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2022, an estimated $40K.
Masso Torrence Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2021 and held it in 1 quarter.
Masso Torrence Wealth Management's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $40K in Q4 2021.
691 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.