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Paces Ferry Wealth Advisors’s Five Below FIVE Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-540
Closed -$69K – 478
2020
Q3 		$69K Buy
+540
New +$61.5K 0.06% 197

Other funds holding FIVE

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of Five Below (FIVE) in Q4 2020, closing a stake of 540 shares — an estimated $69K sold.

Paces Ferry Wealth Advisors first reported a position in FIVE in Q3 2020 and held it in 1 quarter. The position peaked at $69K in Q3 2020. 440 funds tracked by Wall St. Rank hold FIVE as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Five Below position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 540 Five Below shares in Q4 2020, an estimated $69K.
  • Paces Ferry Wealth Advisors first reported a position in Five Below in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Five Below position peaked at $69K in Q3 2020.
  • 440 funds tracked by Wall St. Rank held Five Below as of Q4 2020.

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