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Atticus Wealth Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Atticus Wealth Management’s Portfolio SRVR Stock Details SRVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19
Closed -$545 – 567
2024
Q1 		$545 Hold
19
– – ﹤0.01% 518
2023
Q4 		$567 Buy
+19
New +$517 ﹤0.01% 527

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Atticus Wealth Management's SRVR Position: Q2 2024 in Review

Atticus Wealth Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q2 2024, closing a stake of 19 shares — an estimated $545 sold.

Atticus Wealth Management first reported a position in SRVR in Q4 2023 and held it in 2 quarters. The position peaked at $567 in Q4 2023. 101 funds tracked by Wall St. Rank hold SRVR as of Q2 2024.

  • Atticus Wealth Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • Atticus Wealth Management sold 19 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2024, an estimated $545.
  • Atticus Wealth Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2023 and held it in 2 quarters.
  • Atticus Wealth Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $567 in Q4 2023.
  • 101 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2024.

Based on Atticus Wealth Management's 13F filing for Q2 2024, filed 17 Jul 2024.