Beacon Capital Management LLC (Tennessee)’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio PTLC Stock Details PTLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,552	Closed	-$64.1K	–	1034
2023 Q3	$64.1K	Hold	1,552	–	–	0.02%	207
2023 Q2	$64.1K	Buy	+1,552	New	+$60.5K	0.02%	207

Other funds holding PTLC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s PTLC Position: Q4 2023 in Review

Beacon Capital Management LLC (Tennessee) sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q4 2023, closing a stake of 1,552 shares — an estimated $64.1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in PTLC in Q2 2023 and held it in 2 quarters. The position peaked at $64.1K in Q3 2023. 190 funds tracked by Wall St. Rank hold PTLC as of Q4 2023.

Beacon Capital Management LLC (Tennessee) reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q4 2023 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 1,552 Pacer Trendpilot US Large Cap ETF shares in Q4 2023, an estimated $64.1K.
Beacon Capital Management LLC (Tennessee) first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2023 and held it in 2 quarters.
Beacon Capital Management LLC (Tennessee)'s Pacer Trendpilot US Large Cap ETF position peaked at $64.1K in Q3 2023.
190 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q4 2023.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q4 2023, filed 9 Jan 2024.