Sanctuary Wealth Management’s PIMCO Enhanced Low Duration Active Exchange-Traded Fund LDUR Stock Holding History

Sanctuary Wealth Management’s Portfolio LDUR Stock Details LDUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-65	Closed	-$6.16K	–	288
2023 Q4	$6.16K	Hold	65	–	–	0.01%	168
2023 Q3	$6.09K	Hold	65	–	–	0.01%	156
2023 Q2	$6.09K	Buy	+65	New	+$6.14K	0.01%	160
2022 Q4	$8.96K	Buy	+95	New	+$8.93K	0.01%	135

Other funds holding LDUR

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

TCM

TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sanctuary Wealth Management's LDUR Position: Q1 2024 in Review

Sanctuary Wealth Management sold out of PIMCO Enhanced Low Duration Active Exchange-Traded Fund (LDUR) in Q1 2024, closing a stake of 65 shares — an estimated $6.16K sold.

Sanctuary Wealth Management first reported a position in LDUR in Q4 2022 and held it in 4 quarters. The position peaked at $8.96K in Q4 2022. 158 funds tracked by Wall St. Rank hold LDUR as of Q1 2024.

Sanctuary Wealth Management reported no remaining PIMCO Enhanced Low Duration Active Exchange-Traded Fund position as of Q1 2024 after selling out during the quarter.
Sanctuary Wealth Management sold 65 PIMCO Enhanced Low Duration Active Exchange-Traded Fund shares in Q1 2024, an estimated $6.16K.
Sanctuary Wealth Management first reported a position in PIMCO Enhanced Low Duration Active Exchange-Traded Fund in Q4 2022 and held it in 4 quarters.
Sanctuary Wealth Management's PIMCO Enhanced Low Duration Active Exchange-Traded Fund position peaked at $8.96K in Q4 2022.
158 funds tracked by Wall St. Rank held PIMCO Enhanced Low Duration Active Exchange-Traded Fund as of Q1 2024.

Based on Sanctuary Wealth Management's 13F filing for Q1 2024, filed 7 May 2024.