Paces Ferry Wealth Advisors’s Donaldson DCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-4	Closed	–	–	366
2020 Q3	$0	Buy	+4	New	+$194	﹤0.01%	1137

Other funds holding DCI

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of Donaldson (DCI) in Q4 2020, closing a stake of 4 shares.

Paces Ferry Wealth Advisors first reported a position in DCI in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 394 funds tracked by Wall St. Rank hold DCI as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Donaldson position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 4 Donaldson shares in Q4 2020.
Paces Ferry Wealth Advisors first reported a position in Donaldson in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Donaldson position peaked at $0 in Q3 2020.
394 funds tracked by Wall St. Rank held Donaldson as of Q4 2020.

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