Evermay Wealth Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Evermay Wealth Management’s Portfolio SRVR Stock Details SRVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-165	Closed	-$6K	–	554
2022 Q2	$6K	Hold	165	–	–	﹤0.01%	433
2022 Q1	$6K	Hold	165	–	–	﹤0.01%	448
2021 Q4	$7K	Hold	165	–	–	﹤0.01%	430
2021 Q3	$6K	Hold	165	–	–	﹤0.01%	410
2021 Q2	$7K	Buy	+165	New	+$6.38K	﹤0.01%	433

Other funds holding SRVR

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

RJFSA

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

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

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

Evermay Wealth Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2022, closing a stake of 165 shares — an estimated $6K sold.

Evermay Wealth Management first reported a position in SRVR in Q2 2021 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 142 funds tracked by Wall St. Rank hold SRVR as of Q3 2022.

Evermay Wealth Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2022 after selling out during the quarter.
Evermay Wealth Management sold 165 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2022, an estimated $6K.
Evermay Wealth Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2021 and held it in 5 quarters.
Evermay Wealth Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $7K in Q4 2021.
142 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2022.

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