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Pacifica Partners’s WisdomTree US LargeCap Fund EPS Stock Holding History

Pacifica Partners’s Portfolio EPS Stock Details EPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-509
Closed -$21K – 476
2022
Q3 		$21K Hold
509
– – 0.02% 230
2022
Q2 		$21K Sell
509
-1,030
-67% -$45.6K 0.01% 239
2022
Q1 		$72K Hold
1,539
– – 0.05% 145
2021
Q4 		$77K Buy
+1,539
New +$75K 0.05% 147

Other funds holding EPS

PWS
Private Wealth Strategies New Albany, Ohio $498M AUM 17.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $562M AUM 16.6% 1-Year Est. Return
DLIC
Daido Life Insurance Company Osaka, Japan $678M AUM 16.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Pacifica Partners's EPS Position: Q4 2022 in Review

Pacifica Partners sold out of WisdomTree US LargeCap Fund (EPS) in Q4 2022, closing a stake of 509 shares — an estimated $21K sold.

Pacifica Partners first reported a position in EPS in Q4 2021 and held it in 4 quarters. The position peaked at $77K in Q4 2021. 101 funds tracked by Wall St. Rank hold EPS as of Q4 2022.

  • Pacifica Partners reported no remaining WisdomTree US LargeCap Fund position as of Q4 2022 after selling out during the quarter.
  • Pacifica Partners sold 509 WisdomTree US LargeCap Fund shares in Q4 2022, an estimated $21K.
  • Pacifica Partners first reported a position in WisdomTree US LargeCap Fund in Q4 2021 and held it in 4 quarters.
  • Pacifica Partners's WisdomTree US LargeCap Fund position peaked at $77K in Q4 2021.
  • 101 funds tracked by Wall St. Rank held WisdomTree US LargeCap Fund as of Q4 2022.

Based on Pacifica Partners's 13F filing for Q4 2022, filed 12 Jan 2023.