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JBR Co Financial Management’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

JBR Co Financial 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
2024
Q3 		– Sell
-7,797
Closed -$213K – 109
2024
Q2 		$213K Sell
7,797
-661
-8% -$18K 0.15% 98
2024
Q1 		$242K Sell
8,458
-103
-1% -$2.97K 0.19% 85
2023
Q4 		$255K Buy
+8,561
New +$233K 0.24% 73

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JBR Co Financial Management's SRVR Position: Q3 2024 in Review

JBR Co Financial Management sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2024, closing a stake of 7,797 shares — an estimated $213K sold.

JBR Co Financial Management first reported a position in SRVR in Q4 2023 and held it in 3 quarters. The position peaked at $255K in Q4 2023. 108 funds tracked by Wall St. Rank hold SRVR as of Q3 2024.

  • JBR Co Financial Management reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • JBR Co Financial Management sold 7,797 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2024, an estimated $213K.
  • JBR Co Financial Management first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2023 and held it in 3 quarters.
  • JBR Co Financial Management's Pacer Data & Infrastructure Real Estate ETF position peaked at $255K in Q4 2023.
  • 108 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2024.

Based on JBR Co Financial Management's 13F filing for Q3 2024, filed 10 Oct 2024.