Q4 2022 13F Holders as of 31 Dec 2022
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Type / Class
-
Equity / RAFI ESG US
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Number of holders
-
18
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Total 13F shares, excl. options
-
629,460
-
Shares change
-
+37,733
-
Total reported value, excl. options
-
$17,570,437
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Value change
-
+$1,102,944
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Number of buys
-
7
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Number of sells
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7
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Price
-
$27.92
Institutional Holders of PIMCO EQUITY SER - RAFI ESG US (RAFE) as of Q4 2022
As of 31 Dec 2022 PIMCO EQUITY SER - RAFI ESG US (RAFE) had 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 629,460 shares of stock of the company.
Largest 10 holders included Northwest Bancshares, Inc., Arlington Financial Advisors, LLC, GenWealth Group, Inc., CITADEL ADVISORS LLC, JNBA Financial Advisors, RHS Financial, LLC, Dynamic Advisor Solutions LLC, GOLDMAN SACHS GROUP INC, Royal Bank of Canada, and 3EDGE Asset Management, LP.
This table shows 19 institutional shareholders of the security as of 31 Dec 2022.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.