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Paces Ferry Wealth Advisors’s Broadridge BR Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-37
Closed -$5K – 251
2020
Q3 		$5K Buy
+37
New +$4.95K ﹤0.01% 518

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T. Rowe Price Associates
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of Broadridge (BR) in Q4 2020, closing a stake of 37 shares — an estimated $5K sold.

Paces Ferry Wealth Advisors first reported a position in BR in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 784 funds tracked by Wall St. Rank hold BR as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Broadridge position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 37 Broadridge shares in Q4 2020, an estimated $5K.
  • Paces Ferry Wealth Advisors first reported a position in Broadridge in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Broadridge position peaked at $5K in Q3 2020.
  • 784 funds tracked by Wall St. Rank held Broadridge as of Q4 2020.

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