PFWA
ISBC

Paces Ferry Wealth Advisors’s Investors Bancorp, Inc. ISBC Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio ISBC Stock Details ISBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-50
Closed – – 1247
2020
Q3 		$0 Buy
+50
New +$398 ﹤0.01% 1300

Other funds holding ISBC

Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of Investors Bancorp, Inc. (ISBC) in Q4 2020, closing a stake of 50 shares.

Paces Ferry Wealth Advisors first reported a position in ISBC in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 227 funds tracked by Wall St. Rank hold ISBC as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Investors Bancorp, Inc. position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 50 Investors Bancorp, Inc. shares in Q4 2020.
  • Paces Ferry Wealth Advisors first reported a position in Investors Bancorp, Inc. in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Investors Bancorp, Inc. position peaked at $0 in Q3 2020.
  • 227 funds tracked by Wall St. Rank held Investors Bancorp, Inc. as of Q4 2020.

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