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Sargent Bickham Lagudis’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Sargent Bickham Lagudis’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
2022
Q4 		$1.74K Hold
60
– – ﹤0.01% 936
2022
Q3 		$2K Hold
60
– – ﹤0.01% 901
2022
Q2 		$2K Buy
+60
New +$2.2K ﹤0.01% 942

Other funds holding SRVR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sargent Bickham Lagudis's SRVR Position: Q4 2022 in Review

Sargent Bickham Lagudis held its Pacer Data & Infrastructure Real Estate ETF (SRVR) position steady in Q4 2022 at 60 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #936.

Sargent Bickham Lagudis first reported a position in SRVR in Q2 2022 and has held it in 3 quarters since. The position peaked at $2K in Q3 2022. 136 funds tracked by Wall St. Rank hold SRVR as of Q4 2022.

  • Sargent Bickham Lagudis held 60 shares of Pacer Data & Infrastructure Real Estate ETF worth $1.74K as of Q4 2022.
  • Sargent Bickham Lagudis left its Pacer Data & Infrastructure Real Estate ETF share count unchanged in Q4 2022.
  • Pacer Data & Infrastructure Real Estate ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #936 holding.
  • Sargent Bickham Lagudis first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q2 2022 and has held it in 3 quarters since.
  • Sargent Bickham Lagudis's Pacer Data & Infrastructure Real Estate ETF position peaked at $2K in Q3 2022.
  • 136 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.