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Washington Trust’s Pacer Data & Infrastructure Real Estate ETF SRVR Stock Holding History

Washington Trust’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
Q2 		– Sell
-169
Closed -$7K – 956
2022
Q1 		$7K Hold
169
– – ﹤0.01% 709
2021
Q4 		$7K Sell
169
-156
-48% -$6.34K ﹤0.01% 707
2021
Q3 		$13K Buy
325
+156
+92% +$6.41K ﹤0.01% 753
2021
Q2 		$7K Hold
169
– – ﹤0.01% 829
2021
Q1 		$6K Buy
+169
New +$6.01K ﹤0.01% 812

Other funds holding SRVR

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Washington Trust's SRVR Position: Q2 2022 in Review

Washington Trust sold out of Pacer Data & Infrastructure Real Estate ETF (SRVR) in Q2 2022, closing a stake of 169 shares — an estimated $7K sold.

Washington Trust first reported a position in SRVR in Q1 2021 and held it in 5 quarters. The position peaked at $13K in Q3 2021. 156 funds tracked by Wall St. Rank hold SRVR as of Q2 2022.

  • Washington Trust reported no remaining Pacer Data & Infrastructure Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Washington Trust sold 169 Pacer Data & Infrastructure Real Estate ETF shares in Q2 2022, an estimated $7K.
  • Washington Trust first reported a position in Pacer Data & Infrastructure Real Estate ETF in Q1 2021 and held it in 5 quarters.
  • Washington Trust's Pacer Data & Infrastructure Real Estate ETF position peaked at $13K in Q3 2021.
  • 156 funds tracked by Wall St. Rank held Pacer Data & Infrastructure Real Estate ETF as of Q2 2022.

Based on Washington Trust's 13F filing for Q2 2022, filed 25 Jul 2022.