Paces Ferry Wealth Advisors’s MSCI MSCI Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-10	Closed	-$4K	–	745
2020 Q3	$4K	Buy	+10	New	+$3.63K	﹤0.01%	558

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of MSCI (MSCI) in Q4 2020, closing a stake of 10 shares — an estimated $4K sold.

Paces Ferry Wealth Advisors first reported a position in MSCI in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 762 funds tracked by Wall St. Rank hold MSCI as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining MSCI position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 10 MSCI shares in Q4 2020, an estimated $4K.
Paces Ferry Wealth Advisors first reported a position in MSCI in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's MSCI position peaked at $4K in Q3 2020.
762 funds tracked by Wall St. Rank held MSCI as of Q4 2020.

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