Waddell & Associates’s PIMCO Broad US TIPS Index Exchange-Traded Fund TIPZ Stock Holding History

Waddell & Associates’s Portfolio TIPZ Stock Details TIPZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-3,365	Closed	-$426K	–	32
2020 Q3	$426K	Buy	+3,365	New	+$217K	0.12%	22

Other funds holding TIPZ

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SCM

Seascape Capital Management Portsmouth, New Hampshire $417M AUM 41.98% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Waddell & Associates's TIPZ Position: Q4 2020 in Review

Waddell & Associates sold out of PIMCO Broad US TIPS Index Exchange-Traded Fund (TIPZ) in Q4 2020, closing a stake of 3,365 shares — an estimated $426K sold.

Waddell & Associates first reported a position in TIPZ in Q3 2020 and held it in 1 quarter. The position peaked at $426K in Q3 2020. 32 funds tracked by Wall St. Rank hold TIPZ as of Q4 2020.

Waddell & Associates reported no remaining PIMCO Broad US TIPS Index Exchange-Traded Fund position as of Q4 2020 after selling out during the quarter.
Waddell & Associates sold 3,365 PIMCO Broad US TIPS Index Exchange-Traded Fund shares in Q4 2020, an estimated $426K.
Waddell & Associates first reported a position in PIMCO Broad US TIPS Index Exchange-Traded Fund in Q3 2020 and held it in 1 quarter.
Waddell & Associates's PIMCO Broad US TIPS Index Exchange-Traded Fund position peaked at $426K in Q3 2020.
32 funds tracked by Wall St. Rank held PIMCO Broad US TIPS Index Exchange-Traded Fund as of Q4 2020.

Based on Waddell & Associates's 13F filing for Q4 2020, filed 12 Feb 2021.