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Personal CFO Solutions’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-8,243
Closed -$815K – 483
2022
Q3 		$815K Buy
8,243
+4,641
+129% +$460K 0.2% 94
2022
Q2 		$357K Sell
3,602
-1,625
-31% -$162K 0.08% 229
2022
Q1 		$524K Buy
+5,227
New +$528K 0.1% 192

Other funds holding MINT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Personal CFO Solutions's MINT Position: Q4 2022 in Review

Personal CFO Solutions sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q4 2022, closing a stake of 8,243 shares — an estimated $815K sold.

Personal CFO Solutions first reported a position in MINT in Q1 2022 and held it in 3 quarters. The position peaked at $815K in Q3 2022. 640 funds tracked by Wall St. Rank hold MINT as of Q4 2022.

  • Personal CFO Solutions reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q4 2022 after selling out during the quarter.
  • Personal CFO Solutions sold 8,243 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q4 2022, an estimated $815K.
  • Personal CFO Solutions first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q1 2022 and held it in 3 quarters.
  • Personal CFO Solutions's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $815K in Q3 2022.
  • 640 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2022.

Based on Personal CFO Solutions's 13F filing for Q4 2022, filed 14 Feb 2023.