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Paces Ferry Wealth Advisors’s Everest Group EG Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-63
Closed -$12K – 418
2020
Q3 		$12K Buy
+63
New +$13.5K 0.01% 414

Other funds holding EG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of Everest Group (EG) in Q4 2020, closing a stake of 63 shares — an estimated $12K sold.

Paces Ferry Wealth Advisors first reported a position in EG in Q3 2020 and held it in 1 quarter. The position peaked at $12K in Q3 2020. 439 funds tracked by Wall St. Rank hold EG as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Everest Group position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 63 Everest Group shares in Q4 2020, an estimated $12K.
  • Paces Ferry Wealth Advisors first reported a position in Everest Group in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Everest Group position peaked at $12K in Q3 2020.
  • 439 funds tracked by Wall St. Rank held Everest Group as of Q4 2020.

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