Truist Financial’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Truist Financial’s Portfolio SZNE Stock Details SZNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6,335	Closed	-$219K	–	2668
2022 Q4	$219K	Sell	6,335 -1,978	-24%	-$68K	﹤0.01%	2384
2022 Q3	$258K	Sell	8,313 -1,195	-13%	-$40.6K	﹤0.01%	2169
2022 Q2	$316K	Sell	9,508 -6,176	-39%	-$214K	﹤0.01%	2186
2022 Q1	$583K	Sell	15,684 -4,405	-22%	-$163K	﹤0.01%	1916
2021 Q4	$801K	Sell	20,089 -5,212	-21%	-$202K	﹤0.01%	1758
2021 Q3	$949K	Hold	25,301	–	–	﹤0.01%	1641
2021 Q2	$962K	Sell	25,301 -104	-0.4%	-$3.89K	﹤0.01%	1675
2021 Q1	$902K	Hold	25,405	–	–	﹤0.01%	1653
2020 Q4	$808K	Sell	25,405 -10,740	-30%	-$318K	﹤0.01%	1599
2020 Q3	$992K	Sell	36,145 -12,679	-26%	-$348K	﹤0.01%	1374
2020 Q2	$1.27M	Sell	48,824 -8,909	-15%	-$223K	﹤0.01%	1195
2020 Q1	$1.27M	Sell	57,733 -10,590	-15%	-$300K	﹤0.01%	1163
2019 Q4	$2.13M	Buy	+68,323	New	+$2.04M	﹤0.01%	1110

Other funds holding SZNE

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ellerson Group Annapolis, Maryland $169M AUM 34.68% 1-Year Est. Return

Truist Financial's SZNE Position: Q1 2023 in Review

Truist Financial sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q1 2023, closing a stake of 6,335 shares — an estimated $219K sold.

Truist Financial first reported a position in SZNE in Q4 2019 and held it in 13 quarters. The position peaked at $2.13M in Q4 2019. 26 funds tracked by Wall St. Rank hold SZNE as of Q1 2023.

Truist Financial reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q1 2023 after selling out during the quarter.
Truist Financial sold 6,335 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q1 2023, an estimated $219K.
Truist Financial first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q4 2019 and held it in 13 quarters.
Truist Financial's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $2.13M in Q4 2019.
26 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q1 2023.

Based on Truist Financial's 13F filing for Q1 2023, filed 5 May 2023.