Wilbanks Smith & Thomas Asset Management’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio CALF Stock Details CALF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-6,641	Closed	-$216K	–	500
2022 Q3	$216K	Hold	6,641	–	–	0.01%	431
2022 Q2	$224K	Hold	6,641	–	–	0.01%	437
2022 Q1	$261K	Hold	6,641	–	–	0.01%	424
2021 Q4	$284K	Hold	6,641	–	–	0.01%	428
2021 Q3	$282K	Hold	6,641	–	–	0.01%	404
2021 Q2	$296K	Hold	6,641	–	–	0.01%	394
2021 Q1	$272K	Buy	+6,641	New	+$250K	0.01%	389

Other funds holding CALF

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

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

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

RJA

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

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

Wilbanks Smith & Thomas Asset Management's CALF Position: Q4 2022 in Review

Wilbanks Smith & Thomas Asset Management sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q4 2022, closing a stake of 6,641 shares — an estimated $216K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in CALF in Q1 2021 and held it in 7 quarters. The position peaked at $296K in Q2 2021. 153 funds tracked by Wall St. Rank hold CALF as of Q4 2022.

Wilbanks Smith & Thomas Asset Management reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q4 2022 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 6,641 Pacer US Small Cap Cash Cows 100 ETF shares in Q4 2022, an estimated $216K.
Wilbanks Smith & Thomas Asset Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2021 and held it in 7 quarters.
Wilbanks Smith & Thomas Asset Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $296K in Q2 2021.
153 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q4 2022.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.