Truist Financial
PWS icon

Truist Financial’s Pacer WealthShield ETF PWS Stock Holding History

Truist Financial’s Portfolio PWS Stock Details PWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-9,250
Closed -$216K – 2531
2020
Q2 		$216K Buy
+9,250
New +$217K ﹤0.01% 2146
2020
Q1 		– Sell
-14,790
Closed -$355K – 2545
2019
Q4 		$355K Buy
+14,790
New +$344K ﹤0.01% 2060

Other funds holding PWS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFSG
Sound Financial Strategies Group Madison, Mississippi $157M AUM 15.51% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $654M AUM 26.48% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Truist Financial's PWS Position: Q3 2020 in Review

Truist Financial sold out of Pacer WealthShield ETF (PWS) in Q3 2020, closing a stake of 9,250 shares — an estimated $216K sold.

Truist Financial first reported a position in PWS in Q4 2019 and held it in 2 quarters. The position peaked at $355K in Q4 2019. 16 funds tracked by Wall St. Rank hold PWS as of Q3 2020.

  • Truist Financial reported no remaining Pacer WealthShield ETF position as of Q3 2020 after selling out during the quarter.
  • Truist Financial sold 9,250 Pacer WealthShield ETF shares in Q3 2020, an estimated $216K.
  • Truist Financial first reported a position in Pacer WealthShield ETF in Q4 2019 and held it in 2 quarters.
  • Truist Financial's Pacer WealthShield ETF position peaked at $355K in Q4 2019.
  • 16 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q3 2020.

Based on Truist Financial's 13F filing for Q3 2020, filed 13 Nov 2020.