Pacifica Partners’s Constellium CSTM Stock Holding History

Pacifica Partners’s Portfolio CSTM Stock Details CSTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.7K	Hold	500	–	–	﹤0.01%	277
2026 Q1	$12.3K	Hold	500	–	–	﹤0.01%	295
2025 Q4	$9.88K	Hold	500	–	–	﹤0.01%	307
2025 Q3	$7.53K	Hold	500	–	–	﹤0.01%	355
2025 Q2	$6.68K	Hold	500	–	–	﹤0.01%	371
2025 Q1	$4.57K	Hold	500	–	–	﹤0.01%	385
2024 Q4	$5.14K	Hold	500	–	–	﹤0.01%	367
2024 Q3	$8.13K	Hold	500	–	–	﹤0.01%	373
2024 Q2	$9.46K	Buy	+500	New	+$10.4K	﹤0.01%	366
2024 Q1	–	Sell	-500	Closed	-$8.79K	–	519
2023 Q4	$8.79K	Hold	500	–	–	﹤0.01%	382
2023 Q3	$8.35K	Hold	500	–	–	﹤0.01%	370
2023 Q2	$8.41K	Hold	500	–	–	﹤0.01%	321
2023 Q1	$7.02K	Hold	500	–	–	﹤0.01%	348
2022 Q4	$5.97K	Hold	500	–	–	﹤0.01%	333
2022 Q3	$6K	Hold	500	–	–	﹤0.01%	343
2022 Q2	$7K	Buy	+500	New	+$7.99K	﹤0.01%	336
2020 Q4	–	Sell	-200	Closed	-$2K	–	388
2020 Q3	$2K	Hold	200	–	–	﹤0.01%	310
2020 Q2	$1K	Buy	+200	New	+$1.45K	﹤0.01%	356

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Wealth Enhancement Advisory Services

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Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

GK Wealth Management Reno, Nevada $165M AUM 66.42% 1-Year Est. Return

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return