3 Edge Asset Management, LP Pimco Equity Ser Rafi Esg U S Transaction History

3 Edge Asset Management, LP

$1.03 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	SELL	$27.33 - $29.92 $10,112 - $11,070	-370 Reduced 2.0%	18,086 $522,000
Q4 2022 Jan 13, 2023	BUY	$25.25 - $29.66 $466,014 - $547,404	18,456 New	18,456 $0

Others Institutions Holding RAFE

# of Institutions

23

Shares Held

754K

Call Options Held

0

Put Options Held

0

Northwest Bancshares, Inc. Warren, PA

173K
Shares

$6.25 Million
1.04% of portfolio
Arlington Financial Advisors, LLC

125K
Shares

$4.53 Million
1.19% of portfolio
Balanced Rock Investment Advisor Roslindale, MA

110K
Shares

$3.98 Million
3.26% of portfolio
Gen Wealth Group, Inc.

84.3K
Shares

$3.05 Million
0.74% of portfolio
Commonwealth Equity Services, LLC

67.9K
Shares

$2.46 Million
0.0% of portfolio

About PIMCO EQUITY SER RAFI ESG U S

Ticker RAFE
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