Peachtree Investment Partners’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Peachtree Investment Partners’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	-3,337	Closed	-$339K	–	109
2021 Q4	$339K	Buy	3,337 +4	+0.1%	+$407	0.14%	66
2021 Q3	$340K	Buy	+3,333	New	+$340K	0.17%	59
2020 Q4	–	Sell	-2,397	Closed	-$244K	–	90
2020 Q3	$244K	Buy	+2,397	New	+$244K	0.17%	56
2020 Q1	–	Sell	-11,761	Closed	-$1.2M	–	76
2019 Q4	$1.2M	Buy	+11,761	New	+$1.2M	0.82%	27

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

Peachtree Investment Partners's MINT Position: Q1 2022 in Review

Peachtree Investment Partners sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q1 2022, closing a stake of 3,337 shares — an estimated $339K sold.

Peachtree Investment Partners first reported a position in MINT in Q4 2019 and held it in 4 quarters. The position peaked at $1.2M in Q4 2019. 692 funds tracked by Wall St. Rank hold MINT as of Q1 2022.

Peachtree Investment Partners reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q1 2022 after selling out during the quarter.
Peachtree Investment Partners sold 3,337 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q1 2022, an estimated $339K.
Peachtree Investment Partners first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2019 and held it in 4 quarters.
Peachtree Investment Partners's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $1.2M in Q4 2019.
692 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q1 2022.

Based on Peachtree Investment Partners's 13F filing for Q1 2022, filed 8 Jun 2022.