PTC
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Private Trust Company’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Private Trust Company’s Portfolio HERD Stock Details HERD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-236
Closed -$8.91K – 2294
2023
Q4 		$8.91K Hold
236
– – ﹤0.01% 1694
2023
Q3 		$8.16K Buy
+236
New +$8.29K ﹤0.01% 1665

Other funds holding HERD

ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Private Trust Company's HERD Position: Q1 2024 in Review

Private Trust Company sold out of Pacer Cash Cows Fund of Funds ETF (HERD) in Q1 2024, closing a stake of 236 shares — an estimated $8.91K sold.

Private Trust Company first reported a position in HERD in Q3 2023 and held it in 2 quarters. The position peaked at $8.91K in Q4 2023. 41 funds tracked by Wall St. Rank hold HERD as of Q1 2024.

  • Private Trust Company reported no remaining Pacer Cash Cows Fund of Funds ETF position as of Q1 2024 after selling out during the quarter.
  • Private Trust Company sold 236 Pacer Cash Cows Fund of Funds ETF shares in Q1 2024, an estimated $8.91K.
  • Private Trust Company first reported a position in Pacer Cash Cows Fund of Funds ETF in Q3 2023 and held it in 2 quarters.
  • Private Trust Company's Pacer Cash Cows Fund of Funds ETF position peaked at $8.91K in Q4 2023.
  • 41 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q1 2024.

Based on Private Trust Company's 13F filing for Q1 2024, filed 24 Apr 2024.