Renaissance Technologies’s PIMCO 15+ Year US TIPS Index Exchange-Traded Fund LTPZ Stock Holding History

Renaissance Technologies’s Portfolio LTPZ Stock Details LTPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,500	Closed	-$204K	–	4235
2022 Q4	$204K	Sell	3,500 -2,900	-45%	-$170K	﹤0.01%	3408
2022 Q3	$359K	Buy	+6,400	New	+$421K	﹤0.01%	3114
2022 Q2	–	Sell	-2,700	Closed	-$223K	–	4434
2022 Q1	$223K	Sell	2,700 -19,200	-88%	-$1.61M	﹤0.01%	3603
2021 Q4	$2M	Buy	21,900 +15,100	+222%	+$1.36M	﹤0.01%	2142
2021 Q3	$590K	Buy	+6,800	New	+$602K	﹤0.01%	2819

Other funds holding LTPZ

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

YWM

Yoder Wealth Management Walnut Creek, California $219M AUM 15.95% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCCM

Timber Creek Capital Management Boston, Massachusetts $412M AUM 26.12% 1-Year Est. Return

Renaissance Technologies's LTPZ Position: Q1 2023 in Review

Renaissance Technologies sold out of PIMCO 15+ Year US TIPS Index Exchange-Traded Fund (LTPZ) in Q1 2023, closing a stake of 3,500 shares — an estimated $204K sold.

Renaissance Technologies first reported a position in LTPZ in Q3 2021 and held it in 5 quarters. The position peaked at $2M in Q4 2021. 81 funds tracked by Wall St. Rank hold LTPZ as of Q1 2023.

Renaissance Technologies reported no remaining PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position as of Q1 2023 after selling out during the quarter.
Renaissance Technologies sold 3,500 PIMCO 15+ Year US TIPS Index Exchange-Traded Fund shares in Q1 2023, an estimated $204K.
Renaissance Technologies first reported a position in PIMCO 15+ Year US TIPS Index Exchange-Traded Fund in Q3 2021 and held it in 5 quarters.
Renaissance Technologies's PIMCO 15+ Year US TIPS Index Exchange-Traded Fund position peaked at $2M in Q4 2021.
81 funds tracked by Wall St. Rank held PIMCO 15+ Year US TIPS Index Exchange-Traded Fund as of Q1 2023.

Based on Renaissance Technologies's 13F filing for Q1 2023, filed 12 May 2023.