PFWA
EPR icon

Paces Ferry Wealth Advisors’s EPR Properties EPR Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-43
Closed -$1K – 435
2020
Q3 		$1K Buy
+43
New +$1.34K ﹤0.01% 818

Other funds holding EPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RCM
Redwood Capital Management New York $674M AUM 99.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 EPR Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of EPR Properties (EPR) in Q4 2020, closing a stake of 43 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in EPR in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 290 funds tracked by Wall St. Rank hold EPR as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining EPR Properties position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 43 EPR Properties shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in EPR Properties in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's EPR Properties position peaked at $1K in Q3 2020.
  • 290 funds tracked by Wall St. Rank held EPR Properties as of Q4 2020.

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