PFWA
MZTI

Paces Ferry Wealth Advisors’s The Marzetti Company MZTI Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio MZTI Stock Details MZTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-137
Closed -$24K – 665
2020
Q3 		$24K Buy
+137
New +$22.9K 0.02% 307

Other funds holding MZTI

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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 MZTI Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of The Marzetti Company (MZTI) in Q4 2020, closing a stake of 137 shares — an estimated $24K sold.

Paces Ferry Wealth Advisors first reported a position in MZTI in Q3 2020 and held it in 1 quarter. The position peaked at $24K in Q3 2020. 256 funds tracked by Wall St. Rank hold MZTI as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining The Marzetti Company position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 137 The Marzetti Company shares in Q4 2020, an estimated $24K.
  • Paces Ferry Wealth Advisors first reported a position in The Marzetti Company in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's The Marzetti Company position peaked at $24K in Q3 2020.
  • 256 funds tracked by Wall St. Rank held The Marzetti Company as of Q4 2020.

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