Key Financial Inc’s Pacer Trendpilot International ETF PTIN Stock Holding History

Key Financial Inc’s Portfolio PTIN Stock Details PTIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-229	Closed	-$5.59K	–	1205
2022 Q4	$5.59K	Hold	229	–	–	﹤0.01%	769
2022 Q3	$6K	Hold	229	–	–	﹤0.01%	760
2022 Q2	$6K	Hold	229	–	–	﹤0.01%	764
2022 Q1	$6K	Hold	229	–	–	﹤0.01%	759
2021 Q4	$7K	Sell	229 -412	-64%	-$12K	﹤0.01%	664
2021 Q3	$18K	Hold	641	–	–	0.01%	485
2021 Q2	$19K	Sell	641 -391	-38%	-$11.3K	0.01%	477
2021 Q1	$28K	Hold	1,032	–	–	0.02%	350
2020 Q4	$27K	Buy	+1,032	New	+$25.3K	0.02%	328
2020 Q2	–	Sell	-1,032	Closed	-$24K	–	489
2020 Q1	$24K	Buy	+1,032	New	+$26.4K	0.02%	307

Other funds holding PTIN

RJFSA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Key Financial Inc's PTIN Position: Q1 2023 in Review

Key Financial Inc sold out of Pacer Trendpilot International ETF (PTIN) in Q1 2023, closing a stake of 229 shares — an estimated $5.59K sold.

Key Financial Inc first reported a position in PTIN in Q1 2020 and held it in 10 quarters. The position peaked at $28K in Q1 2021. 42 funds tracked by Wall St. Rank hold PTIN as of Q1 2023.

Key Financial Inc reported no remaining Pacer Trendpilot International ETF position as of Q1 2023 after selling out during the quarter.
Key Financial Inc sold 229 Pacer Trendpilot International ETF shares in Q1 2023, an estimated $5.59K.
Key Financial Inc first reported a position in Pacer Trendpilot International ETF in Q1 2020 and held it in 10 quarters.
Key Financial Inc's Pacer Trendpilot International ETF position peaked at $28K in Q1 2021.
42 funds tracked by Wall St. Rank held Pacer Trendpilot International ETF as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.