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HM Payson & Co’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

HM Payson & Co’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
2021
Q2 		– Sell
-150
Closed -$5K – 1169
2021
Q1 		$5K Buy
+150
New +$5.34K ﹤0.01% 953

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

HM Payson & Co's SRVR Position: Q2 2021 in Review

HM Payson & Co sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q2 2021, closing a stake of 150 shares — an estimated $5K sold.

HM Payson & Co first reported a position in SRVR in Q1 2021 and held it in 1 quarter. The position peaked at $5K in Q1 2021. 148 funds tracked by Wall St. Rank hold SRVR as of Q2 2021.

  • HM Payson & Co reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q2 2021 after selling out during the quarter.
  • HM Payson & Co sold 150 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2021, an estimated $5K.
  • HM Payson & Co first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2021 and held it in 1 quarter.
  • HM Payson & Co's Pacer Data & Infrastructure Real Estate ETF position peaked at $5K in Q1 2021.
  • 148 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2021.

Based on HM Payson & Co's 13F filing for Q2 2021, filed 17 Aug 2021.