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

West 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
2022 Q3	–	Sell	-107	Closed	-$11K	–	186
2022 Q2	$11K	Hold	107	–	–	﹤0.01%	130
2022 Q1	$11K	Hold	107	–	–	﹤0.01%	136
2021 Q4	$11K	Buy	+107	New	+$10.9K	﹤0.01%	150

Other funds holding MINT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

West Financial Advisors's MINT Position: Q3 2022 in Review

West Financial Advisors sold out of PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (MINT) in Q3 2022, closing a stake of 107 shares — an estimated $11K sold.

West Financial Advisors first reported a position in MINT in Q4 2021 and held it in 3 quarters. The position peaked at $11K in Q2 2022. 667 funds tracked by Wall St. Rank hold MINT as of Q3 2022.

West Financial Advisors reported no remaining PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position as of Q3 2022 after selling out during the quarter.
West Financial Advisors sold 107 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund shares in Q3 2022, an estimated $11K.
West Financial Advisors first reported a position in PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2021 and held it in 3 quarters.
West Financial Advisors's PIMCO Enhanced Short Maturity Active Exchange-Traded Fund position peaked at $11K in Q2 2022.
667 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active Exchange-Traded Fund as of Q3 2022.

Based on West Financial Advisors's 13F filing for Q3 2022, filed 11 Oct 2022.