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OneAscent Financial Services’s PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund STPZ Stock Holding History

OneAscent Financial Services’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
2020
Q2 		– Sell
-4,898
Closed -$253K – 188
2020
Q1 		$253K Buy
+4,898
New +$256K 0.19% 107
2019
Q3 		– Sell
-4,392
Closed -$231K – 164
2019
Q2 		$231K Buy
+4,392
New +$229K 0.16% 159

Other funds holding STPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TIAA FSB
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

OneAscent Financial Services's STPZ Position: Q2 2020 in Review

OneAscent Financial Services sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q2 2020, closing a stake of 4,898 shares — an estimated $253K sold.

OneAscent Financial Services first reported a position in STPZ in Q2 2019 and held it in 2 quarters. The position peaked at $253K in Q1 2020. 90 funds tracked by Wall St. Rank hold STPZ as of Q2 2020.

  • OneAscent Financial Services reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q2 2020 after selling out during the quarter.
  • OneAscent Financial Services sold 4,898 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q2 2020, an estimated $253K.
  • OneAscent Financial Services first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q2 2019 and held it in 2 quarters.
  • OneAscent Financial Services's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $253K in Q1 2020.
  • 90 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q2 2020.

Based on OneAscent Financial Services's 13F filing for Q2 2020, filed 21 Jul 2020.