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

Websterrogers Financial Advisors’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
2021 Q4	–	Sell	-2,653	Closed	-$270K	–	67
2021 Q3	$270K	Sell	2,653 -2	-0.1%	-$204	0.06%	51
2021 Q2	$271K	Buy	+2,655	New	+$271K	0.06%	54

Other funds holding MINT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return

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

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

Websterrogers Financial Advisors's MINT Position: Q4 2021 in Review

Websterrogers Financial Advisors sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q4 2021, closing a stake of 2,653 shares — an estimated $270K sold.

Websterrogers Financial Advisors first reported a position in MINT in Q2 2021 and held it in 2 quarters. The position peaked at $271K in Q2 2021. 678 funds tracked by Wall St. Rank hold MINT as of Q4 2021.

Websterrogers Financial Advisors reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q4 2021 after selling out during the quarter.
Websterrogers Financial Advisors sold 2,653 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q4 2021, an estimated $270K.
Websterrogers Financial Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q2 2021 and held it in 2 quarters.
Websterrogers Financial Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $271K in Q2 2021.
678 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q4 2021.

Based on Websterrogers Financial Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.