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Ridgewood Investments’s Pacer Trendpilot US Large Cap ETF PTLC Stock Holding History

Ridgewood Investments’s Portfolio PTLC Stock Details PTLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-800
Closed -$39.8K – 780
2024
Q2 		$39.8K Buy
+800
New +$38.2K 0.02% 349

Other funds holding PTLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Ridgewood Investments's PTLC Position: Q3 2024 in Review

Ridgewood Investments sold out of Pacer Trendpilot US Large Cap ETF (PTLC) in Q3 2024, closing a stake of 800 shares — an estimated $39.8K sold.

Ridgewood Investments first reported a position in PTLC in Q2 2024 and held it in 1 quarter. The position peaked at $39.8K in Q2 2024. 201 funds tracked by Wall St. Rank hold PTLC as of Q3 2024.

  • Ridgewood Investments reported no remaining Pacer Trendpilot US Large Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Ridgewood Investments sold 800 Pacer Trendpilot US Large Cap ETF shares in Q3 2024, an estimated $39.8K.
  • Ridgewood Investments first reported a position in Pacer Trendpilot US Large Cap ETF in Q2 2024 and held it in 1 quarter.
  • Ridgewood Investments's Pacer Trendpilot US Large Cap ETF position peaked at $39.8K in Q2 2024.
  • 201 funds tracked by Wall St. Rank held Pacer Trendpilot US Large Cap ETF as of Q3 2024.

Based on Ridgewood Investments's 13F filing for Q3 2024, filed 4 Oct 2024.