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B. Riley Wealth Advisors’s Pacer Trendpilot International ETF PTIN Stock Holding History

B. Riley Wealth Advisors’s Portfolio PTIN Stock Details PTIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-27,284
Closed -$722K – 1400
2020
Q4 		$722K Buy
27,284
+708
+3% +$17.4K 0.04% 423
2020
Q3 		$606K Buy
26,576
+3,450
+15% +$80.3K 0.03% 467
2020
Q2 		$542K Buy
23,126
+1,042
+5% +$24.4K 0.04% 435
2020
Q1 		$515K Buy
+22,084
New +$564K 0.04% 373

Other funds holding PTIN

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
SBSB
Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B. Riley Wealth Advisors's PTIN Position: Q1 2021 in Review

B. Riley Wealth Advisors sold out of Pacer Trendpilot International ETF (PTIN) in Q1 2021, closing a stake of 27,284 shares — an estimated $722K sold.

B. Riley Wealth Advisors first reported a position in PTIN in Q1 2020 and held it in 4 quarters. The position peaked at $722K in Q4 2020. 36 funds tracked by Wall St. Rank hold PTIN as of Q1 2021.

  • B. Riley Wealth Advisors reported no remaining Pacer Trendpilot International ETF position as of Q1 2021 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 27,284 Pacer Trendpilot International ETF shares in Q1 2021, an estimated $722K.
  • B. Riley Wealth Advisors first reported a position in Pacer Trendpilot International ETF in Q1 2020 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Pacer Trendpilot International ETF position peaked at $722K in Q4 2020.
  • 36 funds tracked by Wall St. Rank held Pacer Trendpilot International ETF as of Q1 2021.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.