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MassMutual Private Wealth & Trust’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

MassMutual Private Wealth & Trust’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
-22
Closed -$642 – 2046
2023
Q2 		$642 Buy
+22
New +$638 ﹤0.01% 1736
2022
Q1 		– Sell
-237
Closed -$10K – 1625
2021
Q4 		$10K Buy
+237
New +$9.63K ﹤0.01% 732

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
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
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

MassMutual Private Wealth & Trust's SRVR Position: Q3 2023 in Review

MassMutual Private Wealth & Trust sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q3 2023, closing a stake of 22 shares — an estimated $642 sold.

MassMutual Private Wealth & Trust first reported a position in SRVR in Q4 2021 and held it in 2 quarters. The position peaked at $10K in Q4 2021. 113 funds tracked by Wall St. Rank hold SRVR as of Q3 2023.

  • MassMutual Private Wealth & Trust reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 22 Pacer Data & Infrastructure Real Estate ETF shares in Q3 2023, an estimated $642.
  • MassMutual Private Wealth & Trust first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2021 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Pacer Data & Infrastructure Real Estate ETF position peaked at $10K in Q4 2021.
  • 113 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q3 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2023, filed 4 Oct 2023.