Penserra Capital Management
STPZ icon

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

Penserra Capital 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
2024
Q1 		– Sell
-146
Closed -$7K – 1412
2023
Q4 		$7K Buy
+146
New +$7.37K ﹤0.01% 1154

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Ameritas Advisory Services
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Bleakley Financial Group
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $786M AUM 19.96% 1-Year Est. Return

Penserra Capital Management's STPZ Position: Q1 2024 in Review

Penserra Capital Management sold out of PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund (STPZ) in Q1 2024, closing a stake of 146 shares — an estimated $7K sold.

Penserra Capital Management first reported a position in STPZ in Q4 2023 and held it in 1 quarter. The position peaked at $7K in Q4 2023. 114 funds tracked by Wall St. Rank hold STPZ as of Q1 2024.

  • Penserra Capital Management reported no remaining PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
  • Penserra Capital Management sold 146 PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund shares in Q1 2024, an estimated $7K.
  • Penserra Capital Management first reported a position in PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund in Q4 2023 and held it in 1 quarter.
  • Penserra Capital Management's PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund position peaked at $7K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund as of Q1 2024.

Based on Penserra Capital Management's 13F filing for Q1 2024, filed 15 May 2024.