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Paces Ferry Wealth Advisors’s Eversource Energy ES Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio ES Stock Details ES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-42
Closed -$4K – 439
2020
Q3 		$4K Buy
+42
New +$3.6K ﹤0.01% 549

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Deutsche Bank
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of Eversource Energy (ES) in Q4 2020, closing a stake of 42 shares — an estimated $4K sold.

Paces Ferry Wealth Advisors first reported a position in ES in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 807 funds tracked by Wall St. Rank hold ES as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Eversource Energy position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 42 Eversource Energy shares in Q4 2020, an estimated $4K.
  • Paces Ferry Wealth Advisors first reported a position in Eversource Energy in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Eversource Energy position peaked at $4K in Q3 2020.
  • 807 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2020.

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