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Paces Ferry Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-163
Closed -$4K – 292
2020
Q3 		$4K Buy
+163
New +$4.13K ﹤0.01% 545

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of Citizens Financial Group (CFG) in Q4 2020, closing a stake of 163 shares — an estimated $4K sold.

Paces Ferry Wealth Advisors first reported a position in CFG in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 610 funds tracked by Wall St. Rank hold CFG as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Citizens Financial Group position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 163 Citizens Financial Group shares in Q4 2020, an estimated $4K.
  • Paces Ferry Wealth Advisors first reported a position in Citizens Financial Group in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Citizens Financial Group position peaked at $4K in Q3 2020.
  • 610 funds tracked by Wall St. Rank held Citizens Financial Group as of Q4 2020.

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