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Heritage Wealth Management (Arizona)’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Heritage Wealth Management (Arizona)’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
-4
Closed -$138 – 1095
2022
Q2 		$138 Hold
4
– – ﹤0.01% 974
2022
Q1 		$0 Buy
+4
New +$150 ﹤0.01% 998

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Jane Street
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GI
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LPL Financial
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Franklin Resources
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
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SRVR Position: Q3 2022 in Review

Heritage Wealth Management (Arizona) sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2022, closing a stake of 4 shares — an estimated $138 sold.

Heritage Wealth Management (Arizona) first reported a position in SRVR in Q1 2022 and held it in 2 quarters. The position peaked at $138 in Q2 2022. 142 funds tracked by Wall St. Rank hold SRVR as of Q3 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 4 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2022, an estimated $138.
  • Heritage Wealth Management (Arizona) first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2022 and held it in 2 quarters.
  • Heritage Wealth Management (Arizona)'s Pacer Data & Infrastructure Real Estate ETF position peaked at $138 in Q2 2022.
  • 142 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q3 2022, filed 14 Nov 2022.