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Oak Asset Management’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

Oak Asset Management’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
2022
Q3 		– Sell
-11,732
Closed -$613K – 154
2022
Q2 		$613K Buy
+11,732
New +$627K 0.29% 45

Other funds holding STPZ

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Oak Asset Management's STPZ Position: Q3 2022 in Review

Oak Asset Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q3 2022, closing a stake of 11,732 shares — an estimated $613K sold.

Oak Asset Management first reported a position in STPZ in Q2 2022 and held it in 1 quarter. The position peaked at $613K in Q2 2022. 151 funds tracked by Wall St. Rank hold STPZ as of Q3 2022.

  • Oak Asset Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
  • Oak Asset Management sold 11,732 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q3 2022, an estimated $613K.
  • Oak Asset Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2022 and held it in 1 quarter.
  • Oak Asset Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $613K in Q2 2022.
  • 151 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q3 2022.

Based on Oak Asset Management's 13F filing for Q3 2022, filed 19 Oct 2022.