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Paces Ferry Wealth Advisors’s EastGroup Properties EGP Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio EGP Stock Details EGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-15
Closed -$2K – 419
2020
Q3 		$2K Buy
+15
New +$1.94K ﹤0.01% 656

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of EastGroup Properties (EGP) in Q4 2020, closing a stake of 15 shares — an estimated $2K sold.

Paces Ferry Wealth Advisors first reported a position in EGP in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 313 funds tracked by Wall St. Rank hold EGP as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining EastGroup Properties position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 15 EastGroup Properties shares in Q4 2020, an estimated $2K.
  • Paces Ferry Wealth Advisors first reported a position in EastGroup Properties in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's EastGroup Properties position peaked at $2K in Q3 2020.
  • 313 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2020.

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