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Paces Ferry Wealth Advisors’s Cass Information Systems CASS Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio CASS Stock Details CASS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-5
Closed – – 273
2020
Q3 		$0 Buy
+5
New +$191 ﹤0.01% 1111

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

Paces Ferry Wealth Advisors sold out of Cass Information Systems (CASS) in Q4 2020, closing a stake of 5 shares.

Paces Ferry Wealth Advisors first reported a position in CASS in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 120 funds tracked by Wall St. Rank hold CASS as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Cass Information Systems position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 5 Cass Information Systems shares in Q4 2020.
  • Paces Ferry Wealth Advisors first reported a position in Cass Information Systems in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Cass Information Systems position peaked at $0 in Q3 2020.
  • 120 funds tracked by Wall St. Rank held Cass Information Systems as of Q4 2020.

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