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Paces Ferry Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio KDP Stock Details KDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-95
Closed -$3K – 635
2020
Q3 		$3K Buy
+95
New +$2.78K ﹤0.01% 597

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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Harris Associates
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of Keurig Dr Pepper (KDP) in Q4 2020, closing a stake of 95 shares — an estimated $3K sold.

Paces Ferry Wealth Advisors first reported a position in KDP in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 477 funds tracked by Wall St. Rank hold KDP as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Keurig Dr Pepper position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 95 Keurig Dr Pepper shares in Q4 2020, an estimated $3K.
  • Paces Ferry Wealth Advisors first reported a position in Keurig Dr Pepper in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Keurig Dr Pepper position peaked at $3K in Q3 2020.
  • 477 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2020.

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