Paces Ferry Wealth Advisors’s Bankunited BKU Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio BKU Stock Details BKU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-26	Closed	-$1K	–	237
2020 Q3	$1K	Buy	+26	New	+$551	﹤0.01%	777

Other funds holding BKU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Paces Ferry Wealth Advisors's BKU Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Bankunited (BKU) in Q4 2020, closing a stake of 26 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in BKU in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 202 funds tracked by Wall St. Rank hold BKU as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Bankunited position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 26 Bankunited shares in Q4 2020, an estimated $1K.
Paces Ferry Wealth Advisors first reported a position in Bankunited in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Bankunited position peaked at $1K in Q3 2020.
202 funds tracked by Wall St. Rank held Bankunited as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.