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DecisionPoint Financial’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

DecisionPoint Financial’s Portfolio PTMC Stock Details PTMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,513
Closed -$47.7K – 249
2023
Q3 		$47.7K Buy
+1,513
New +$49.8K 0.03% 68

Other funds holding PTMC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $445B AUM 25.58% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

DecisionPoint Financial's PTMC Position: Q4 2023 in Review

DecisionPoint Financial sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q4 2023, closing a stake of 1,513 shares — an estimated $47.7K sold.

DecisionPoint Financial first reported a position in PTMC in Q3 2023 and held it in 1 quarter. The position peaked at $47.7K in Q3 2023. 75 funds tracked by Wall St. Rank hold PTMC as of Q4 2023.

  • DecisionPoint Financial reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q4 2023 after selling out during the quarter.
  • DecisionPoint Financial sold 1,513 Pacer Trendpilot US Mid Cap ETF shares in Q4 2023, an estimated $47.7K.
  • DecisionPoint Financial first reported a position in Pacer Trendpilot US Mid Cap ETF in Q3 2023 and held it in 1 quarter.
  • DecisionPoint Financial's Pacer Trendpilot US Mid Cap ETF position peaked at $47.7K in Q3 2023.
  • 75 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q4 2023.

Based on DecisionPoint Financial's 13F filing for Q4 2023, filed 31 Jan 2024.