Jim Simons
SRVR icon

Jim Simons’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Jim Simons’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
2023
Q3 		– Sell
-12,200
Closed -$356K – 4089
2023
Q2 		$356K Sell
12,200
-500
-4% -$14.5K ﹤0.01% 3053
2023
Q1 		$377K Buy
+12,700
New +$384K ﹤0.01% 3012

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 $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Jim Simons's SRVR Position: Q3 2023 in Review

Jim Simons sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2023, closing a stake of 12,200 shares — an estimated $356K sold.

Jim Simons first reported a position in SRVR in Q1 2023 and held it in 2 quarters. The position peaked at $377K in Q1 2023. 114 funds tracked by Wall St. Rank hold SRVR as of Q3 2023.

  • Jim Simons reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Jim Simons sold 12,200 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2023, an estimated $356K.
  • Jim Simons first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2023 and held it in 2 quarters.
  • Jim Simons's Pacer Data & Infrastructure Real Estate ETF position peaked at $377K in Q1 2023.
  • 114 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2023.

Based on Renaissance Technologies's 13F filing for Q3 2023, filed 14 Nov 2023.