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Well Done LLC’s Pacer Industrial Real Estate ETF INDS Stock Holding History

Well Done LLC’s Portfolio INDS Stock Details INDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-22,000
Closed -$861K – 168
2023
Q2 		$861K Hold
22,000
– – 0.18% 69
2023
Q1 		$891K Buy
+22,000
New +$877K 0.19% 66
2022
Q2 		– Sell
-23,215
Closed -$1.18M – 179
2022
Q1 		$1.18M Hold
23,215
– – 0.24% 66
2021
Q4 		$1.3M Hold
23,215
– – 0.26% 61
2021
Q3 		$1.02M Hold
23,215
– – 0.23% 66
2021
Q2 		$1M Buy
+23,215
New +$977K 0.22% 68

Other funds holding INDS

APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Well Done LLC's INDS Position: Q3 2023 in Review

Well Done LLC sold out of Pacer Industrial Real Estate ETF (INDS) in Q3 2023, closing a stake of 22,000 shares — an estimated $861K sold.

Well Done LLC first reported a position in INDS in Q2 2021 and held it in 6 quarters. The position peaked at $1.3M in Q4 2021. 77 funds tracked by Wall St. Rank hold INDS as of Q3 2023.

  • Well Done LLC reported no remaining Pacer Industrial Real Estate ETF position as of Q3 2023 after selling out during the quarter.
  • Well Done LLC sold 22,000 Pacer Industrial Real Estate ETF shares in Q3 2023, an estimated $861K.
  • Well Done LLC first reported a position in Pacer Industrial Real Estate ETF in Q2 2021 and held it in 6 quarters.
  • Well Done LLC's Pacer Industrial Real Estate ETF position peaked at $1.3M in Q4 2021.
  • 77 funds tracked by Wall St. Rank held Pacer Industrial Real Estate ETF as of Q3 2023.

Based on Well Done LLC's 13F filing for Q3 2023, filed 16 Oct 2023.