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Beaird Harris Wealth Management’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Beaird Harris Wealth Management’s Portfolio CALF Stock Details CALF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,000
Closed -$41.7K – 606
2023
Q3 		$41.7K Buy
+1,000
New +$42.2K 0.01% 182

Other funds holding CALF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Beaird Harris Wealth Management's CALF Position: Q4 2023 in Review

Beaird Harris Wealth Management sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q4 2023, closing a stake of 1,000 shares — an estimated $41.7K sold.

Beaird Harris Wealth Management first reported a position in CALF in Q3 2023 and held it in 1 quarter. The position peaked at $41.7K in Q3 2023. 420 funds tracked by Wall St. Rank hold CALF as of Q4 2023.

  • Beaird Harris Wealth Management reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q4 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 1,000 Pacer US Small Cap Cash Cows 100 ETF shares in Q4 2023, an estimated $41.7K.
  • Beaird Harris Wealth Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2023 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $41.7K in Q3 2023.
  • 420 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q4 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q4 2023, filed 27 Feb 2024.