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Evermay Wealth Management’s Pacer Trendpilot US Mid Cap ETF PTMC Stock Holding History

Evermay Wealth Management’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
2022
Q3 		– Sell
-104
Closed -$4K – 546
2022
Q2 		$4K Hold
104
– – ﹤0.01% 448
2022
Q1 		$4K Hold
104
– – ﹤0.01% 465
2021
Q4 		$4K Hold
104
– – ﹤0.01% 461
2021
Q3 		$4K Buy
+104
New +$3.69K ﹤0.01% 423

Other funds holding PTMC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Evermay Wealth Management's PTMC Position: Q3 2022 in Review

Evermay Wealth Management sold out of Pacer Trendpilot US Mid Cap ETF (PTMC) in Q3 2022, closing a stake of 104 shares — an estimated $4K sold.

Evermay Wealth Management first reported a position in PTMC in Q3 2021 and held it in 4 quarters. The position peaked at $4K in Q2 2022. 70 funds tracked by Wall St. Rank hold PTMC as of Q3 2022.

  • Evermay Wealth Management reported no remaining Pacer Trendpilot US Mid Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 104 Pacer Trendpilot US Mid Cap ETF shares in Q3 2022, an estimated $4K.
  • Evermay Wealth Management first reported a position in Pacer Trendpilot US Mid Cap ETF in Q3 2021 and held it in 4 quarters.
  • Evermay Wealth Management's Pacer Trendpilot US Mid Cap ETF position peaked at $4K in Q2 2022.
  • 70 funds tracked by Wall St. Rank held Pacer Trendpilot US Mid Cap ETF as of Q3 2022.

Based on Evermay Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.