Pacifica Partners’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Pacifica Partners’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
2024 Q1	–	Sell	-100	Closed	-$2.94K	–	552
2023 Q4	$2.94K	Hold	100	–	–	﹤0.01%	469
2023 Q3	$2.5K	Hold	100	–	–	﹤0.01%	461
2023 Q2	$2.96K	Hold	100	–	–	﹤0.01%	410
2023 Q1	$2.96K	Hold	100	–	–	﹤0.01%	430
2022 Q4	$2.91K	Hold	100	–	–	﹤0.01%	403
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	409
2022 Q2	$4K	Hold	100	–	–	﹤0.01%	396
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	394
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	384
2021 Q3	$4K	Hold	100	–	–	﹤0.01%	384
2021 Q2	$4K	Hold	100	–	–	﹤0.01%	376
2021 Q1	$4K	Buy	+100	New	+$3.56K	﹤0.01%	345

Other funds holding SRVR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Pacifica Partners's SRVR Position: Q1 2024 in Review

Pacifica Partners sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q1 2024, closing a stake of 100 shares — an estimated $2.94K sold.

Pacifica Partners first reported a position in SRVR in Q1 2021 and held it in 12 quarters. The position peaked at $4K in Q2 2022. 107 funds tracked by Wall St. Rank hold SRVR as of Q1 2024.

Pacifica Partners reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q1 2024 after selling out during the quarter.
Pacifica Partners sold 100 Pacer Data & Infrastructure Real Estate ETF shares in Q1 2024, an estimated $2.94K.
Pacifica Partners first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2021 and held it in 12 quarters.
Pacifica Partners's Pacer Data & Infrastructure Real Estate ETF position peaked at $4K in Q2 2022.
107 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q1 2024.

Based on Pacifica Partners's 13F filing for Q1 2024, filed 12 Apr 2024.