Pacific Center For Financial Services Closed Holding Positions

Pacific Center For Financial Services

  • $339 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
FNDC
Schwab Fundamental Intl Small

ETFs
Q4 2021 Filed on Feb 14, 2022
29
$36.2 - $39.91 $1.05K - $1.16K
FNDF
Schwab Fundamental Intl Large

ETFs
Q4 2021 Filed on Feb 14, 2022
582
$31.55 - $34.05 $18.4K - $19.8K
FNDA
Schwab Fundamental U S Small C

ETFs
Q4 2021 Filed on Feb 14, 2022
228
$52.31 - $57.77 $11.9K - $13.2K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
Q4 2021 Filed on Feb 14, 2022
344
$37.77 - $40.6 $13K - $14K
FNDX
Schwab Fundamental U S Large C

ETFs
Q4 2021 Filed on Feb 14, 2022
342
$54.44 - $58.74 $18.6K - $20.1K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q4 2021 Filed on Feb 14, 2022
89
$22.99 - $26.35 $2.05K - $2.35K
General Electric CO
Q3 2021 Filed on Nov 15, 2021
14,855
N/A
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q3 2021 Filed on Nov 15, 2021
432
$114.77 - $116.58 $49.6K - $50.4K
CL
Colgate Palmolive CO

Consumer Defensive
Q3 2021 Filed on Nov 15, 2021
200
$75.58 - $84.39 $15.1K - $16.9K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
Q3 2021 Filed on Nov 15, 2021
411
$89.41 - $91.32 $36.7K - $37.5K
DM
Desktop Metal, Inc.

Technology
Q3 2021 Filed on Nov 15, 2021
140
$7.17 - $11.01 $1K - $1.54K
KBA
Kraneshares Bosera Msci China

ETFs
Q3 2021 Filed on Nov 15, 2021
159
$43.22 - $47.74 $6.87K - $7.59K
MGC
Vanguard Mega Cap ETF

ETFs
Q3 2021 Filed on Nov 15, 2021
1,115
$151.62 - $161.28 $169K - $180K
Varian Med Sys Inc
Q2 2021 Filed on Aug 16, 2021
5,280
N/A
American Intl Group Inc
Q1 2021 Filed on May 17, 2021
5
N/A
SO
Southern CO

Utilities
Q1 2021 Filed on May 17, 2021
334
$56.72 - $62.32 $18.9K - $20.8K
Bristol Myers Squibb CO
Q1 2021 Filed on May 17, 2021
5
N/A
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q1 2021 Filed on May 17, 2021
8,357
$84.36 - $88.07 $705K - $736K
Bellicum Pharmaceuticals Inc
Q1 2021 Filed on May 17, 2021
20
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on May 17, 2021
15
N/A
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q1 2021 Filed on May 17, 2021
2,713
$40.49 - $47.72 $110K - $129K
PPA
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 17, 2021
244
$64.6 - $72.81 $15.8K - $17.8K
PNC
Pnc Financial Services Group, Inc.

Financial Services
Q4 2020 Filed on Feb 18, 2021
10
$108.72 - $149.0 $1.09K - $1.49K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
Q4 2020 Filed on Feb 18, 2021
15
$15.39 - $18.97 $231 - $285
IR
Ingersoll Rand Inc.

Industrials
Q4 2020 Filed on Feb 18, 2021
14
$34.94 - $46.03 $489 - $644
Craft Brew Alliance Inc
Q4 2020 Filed on Feb 18, 2021
473
N/A
AKAM
Akamai Technologies Inc

Technology
Q4 2020 Filed on Feb 18, 2021
10
$95.12 - $115.46 $951 - $1.15K
Apartment Invt & Mgmt CO
Q4 2020 Filed on Feb 18, 2021
250
N/A
GLW
Corning Inc

Technology
Q4 2020 Filed on Feb 18, 2021
46
$31.73 - $37.95 $1.46K - $1.75K
WY
Weyerhaeuser CO

Real Estate
Q4 2020 Filed on Feb 18, 2021
160
$27.29 - $34.46 $4.37K - $5.51K
TXT
Textron Inc

Industrials
Q4 2020 Filed on Feb 18, 2021
24
$32.09 - $48.49 $770 - $1.16K
Noble Energy Inc
Q4 2020 Filed on Feb 18, 2021
13
N/A
ABC
Amerisourcebergen Corp

Healthcare
Q4 2020 Filed on Feb 18, 2021
16
$94.59 - $110.08 $1.51K - $1.76K
TRV
Travelers Companies, Inc.

Financial Services
Q4 2020 Filed on Feb 18, 2021
9
$107.81 - $140.37 $970 - $1.26K
ALLE
Allegion PLC

Industrials
Q4 2020 Filed on Feb 18, 2021
5
$96.36 - $118.26 $482 - $591
Forum Merger Ii Corp
Q3 2020 Filed on Nov 03, 2020
2,659
N/A
ASIX
Advan Six Inc.

Basic Materials
Q2 2020 Filed on Aug 06, 2020
2
$8.82 - $16.52 $17.6 - $33
VRTV
Veritiv Corp

Industrials
Q2 2020 Filed on Aug 06, 2020
4
$7.19 - $22.68 $28.8 - $90.7
Allergan PLC
Q2 2020 Filed on Aug 06, 2020
525
N/A
Entercom Communications Corp
Q2 2020 Filed on Aug 06, 2020
107
N/A
Alps ETF Tr
Q2 2020 Filed on Aug 06, 2020
100
N/A
REET
Ishares Global Reit ETF

ETFs
Q2 2020 Filed on Aug 06, 2020
486
$17.29 - $23.44 $8.4K - $11.4K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
17
$13.8 - $22.84 $235 - $388
BG
Bungeltd

Consumer Defensive
Q2 2020 Filed on Aug 06, 2020
80
$34.2 - $43.81 $2.74K - $3.5K
Raytheon CO
Q2 2020 Filed on Aug 06, 2020
70
N/A
United Technologies Corp
Q2 2020 Filed on Aug 06, 2020
50
N/A
Frontier Communications Corp
Q2 2020 Filed on Aug 06, 2020
14
N/A
EAT
Brinker International, Inc

Consumer Cyclical
Q2 2020 Filed on Aug 06, 2020
140
$10.1 - $29.85 $1.41K - $4.18K
HP
Helmerich & Payne, Inc.

Energy
Q2 2020 Filed on Aug 06, 2020
70
$14.24 - $28.29 $997 - $1.98K
Track This Portfolio

Track Pacific Center For Financial Services Portfolio

Follow Pacific Center For Financial Services and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pacific Center For Financial Services, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Center For Financial Services with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email