Truist Financial
SRVR icon

Truist Financial’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Truist Financial’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 		– Sell
-8,771
Closed -$251K – 2673
2022
Q3 		$251K Sell
8,771
-22,374
-72% -$768K ﹤0.01% 2184
2022
Q2 		$1.07M Sell
31,145
-54,744
-64% -$2.01M ﹤0.01% 1520
2022
Q1 		$3.35M Buy
85,889
+8,205
+11% +$308K 0.01% 1051
2021
Q4 		$3.36M Buy
77,684
+3,564
+5% +$145K 0.01% 1056
2021
Q3 		$2.88M Buy
74,120
+1,784
+2% +$73.2K ﹤0.01% 1103
2021
Q2 		$2.92M Buy
72,336
+6,512
+10% +$252K ﹤0.01% 1107
2021
Q1 		$2.38M Buy
65,824
+2,417
+4% +$86K ﹤0.01% 1156
2020
Q4 		$2.27M Buy
63,407
+12,343
+24% +$438K ﹤0.01% 1121
2020
Q3 		$1.8M Buy
51,064
+2,091
+4% +$75.8K ﹤0.01% 1113
2020
Q2 		$1.74M Buy
48,973
+4,953
+11% +$167K ﹤0.01% 1090
2020
Q1 		$1.35M Buy
44,020
+29,160
+196% +$959K ﹤0.01% 1138
2019
Q4 		$484K Buy
+14,860
New +$469K ﹤0.01% 1886

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

Truist Financial's SRVR Position: Q4 2022 in Review

Truist Financial sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q4 2022, closing a stake of 8,771 shares — an estimated $251K sold.

Truist Financial first reported a position in SRVR in Q4 2019 and held it in 12 quarters. The position peaked at $3.36M in Q4 2021. 136 funds tracked by Wall St. Rank hold SRVR as of Q4 2022.

  • Truist Financial reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q4 2022 after selling out during the quarter.
  • Truist Financial sold 8,771 Pacer Data & Infrastructure Real Estate ETF shares in Q4 2022, an estimated $251K.
  • Truist Financial first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q4 2019 and held it in 12 quarters.
  • Truist Financial's Pacer Data & Infrastructure Real Estate ETF position peaked at $3.36M in Q4 2021.
  • 136 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q4 2022.

Based on Truist Financial's 13F filing for Q4 2022, filed 17 Feb 2023.