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Snider Financial Group’s PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT Stock Holding History

Snider Financial Group’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
2024
Q3 		– Sell
-16,206
Closed -$1.63M – 63
2024
Q2 		$1.63M Buy
16,206
+325
+2% +$32.6K 0.63% 43
2024
Q1 		$1.6M Sell
15,881
-46,620
-75% -$4.67M 0.67% 42
2023
Q4 		$6.24M Buy
62,501
+1,389
+2% +$139K 2.87% 11
2023
Q3 		$6.12M Buy
61,112
+23,213
+61% +$2.32M 2.96% 10
2023
Q2 		$3.78M Buy
+37,899
New +$3.77M 1.81% 18
2023
Q1 		– Sell
-4,034
Closed -$398K – 59
2022
Q4 		$398K Sell
4,034
-26
-0.6% -$2.56K 0.22% 43
2022
Q3 		$401K Sell
4,060
-111
-3% -$11K 0.22% 42
2022
Q2 		$413K Sell
4,171
-2,175
-34% -$217K 0.22% 42
2022
Q1 		$636K Buy
6,346
+195
+3% +$19.7K 0.29% 40
2021
Q4 		$625K Sell
6,151
-135
-2% -$13.7K 0.27% 43
2021
Q3 		$640K Sell
6,286
-115
-2% -$11.7K 0.28% 44
2021
Q2 		$653K Buy
+6,401
New +$653K 0.31% 44

Other funds holding MINT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Snider Financial Group's MINT Position: Q3 2024 in Review

Snider Financial Group sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q3 2024, closing a stake of 16,206 shares — an estimated $1.63M sold.

Snider Financial Group first reported a position in MINT in Q2 2021 and held it in 12 quarters. The position peaked at $6.24M in Q4 2023. 639 funds tracked by Wall St. Rank hold MINT as of Q3 2024.

  • Snider Financial Group reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q3 2024 after selling out during the quarter.
  • Snider Financial Group sold 16,206 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2024, an estimated $1.63M.
  • Snider Financial Group first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2021 and held it in 12 quarters.
  • Snider Financial Group's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $6.24M in Q4 2023.
  • 639 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2024.

Based on Snider Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.