PFWA
HI

Paces Ferry Wealth Advisors’s Hillenbrand HI Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio HI Stock Details HI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-57
Closed -$2K – 549
2020
Q3 		$2K Buy
+57
New +$1.69K ﹤0.01% 669

Other funds holding HI

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 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 HI Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Hillenbrand (HI) in Q4 2020, closing a stake of 57 shares — an estimated $2K sold.

Paces Ferry Wealth Advisors first reported a position in HI in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 257 funds tracked by Wall St. Rank hold HI as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Hillenbrand position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 57 Hillenbrand shares in Q4 2020, an estimated $2K.
  • Paces Ferry Wealth Advisors first reported a position in Hillenbrand in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Hillenbrand position peaked at $2K in Q3 2020.
  • 257 funds tracked by Wall St. Rank held Hillenbrand as of Q4 2020.

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