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Paces Ferry Wealth Advisors’s Eagle Materials EXP Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-219
Closed -$19K – 455
2020
Q3 		$19K Buy
+219
New +$17.7K 0.02% 342

Other funds holding EXP

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of Eagle Materials (EXP) in Q4 2020, closing a stake of 219 shares — an estimated $19K sold.

Paces Ferry Wealth Advisors first reported a position in EXP in Q3 2020 and held it in 1 quarter. The position peaked at $19K in Q3 2020. 334 funds tracked by Wall St. Rank hold EXP as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Eagle Materials position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 219 Eagle Materials shares in Q4 2020, an estimated $19K.
  • Paces Ferry Wealth Advisors first reported a position in Eagle Materials in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Eagle Materials position peaked at $19K in Q3 2020.
  • 334 funds tracked by Wall St. Rank held Eagle Materials as of Q4 2020.

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