Paces Ferry Wealth Advisors’s Chemed CHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-134	Closed	-$64K	–	298
2020 Q3	$64K	Buy	+134	New	+$65.7K	0.06%	207

Other funds holding CHE

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

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

Paces Ferry Wealth Advisors sold out of Chemed (CHE) in Q4 2020, closing a stake of 134 shares — an estimated $64K sold.

Paces Ferry Wealth Advisors first reported a position in CHE in Q3 2020 and held it in 1 quarter. The position peaked at $64K in Q3 2020. 442 funds tracked by Wall St. Rank hold CHE as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Chemed position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 134 Chemed shares in Q4 2020, an estimated $64K.
Paces Ferry Wealth Advisors first reported a position in Chemed in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Chemed position peaked at $64K in Q3 2020.
442 funds tracked by Wall St. Rank held Chemed as of Q4 2020.

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