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Paces Ferry Wealth Advisors’s Healthcare Services Group HCSG Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio HCSG Stock Details HCSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,059
Closed -$23K – 542
2020
Q3 		$23K Buy
+1,059
New +$24.7K 0.02% 313

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RP
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VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of Healthcare Services Group (HCSG) in Q4 2020, closing a stake of 1,059 shares — an estimated $23K sold.

Paces Ferry Wealth Advisors first reported a position in HCSG in Q3 2020 and held it in 1 quarter. The position peaked at $23K in Q3 2020. 237 funds tracked by Wall St. Rank hold HCSG as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Healthcare Services Group position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 1,059 Healthcare Services Group shares in Q4 2020, an estimated $23K.
  • Paces Ferry Wealth Advisors first reported a position in Healthcare Services Group in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Healthcare Services Group position peaked at $23K in Q3 2020.
  • 237 funds tracked by Wall St. Rank held Healthcare Services Group as of Q4 2020.

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