PFWA
MRSH

Paces Ferry Wealth Advisors’s Marsh MRSH Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio MRSH Stock Details MRSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-845
Closed -$97K – 729
2020
Q3 		$97K Buy
+845
New +$96.8K 0.08% 163

Other funds holding MRSH

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 MRSH Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Marsh (MRSH) in Q4 2020, closing a stake of 845 shares — an estimated $97K sold.

Paces Ferry Wealth Advisors first reported a position in MRSH in Q3 2020 and held it in 1 quarter. The position peaked at $97K in Q3 2020. 975 funds tracked by Wall St. Rank hold MRSH as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Marsh position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 845 Marsh shares in Q4 2020, an estimated $97K.
  • Paces Ferry Wealth Advisors first reported a position in Marsh in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Marsh position peaked at $97K in Q3 2020.
  • 975 funds tracked by Wall St. Rank held Marsh as of Q4 2020.

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