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Paces Ferry Wealth Advisors’s NiSource NI Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio NI Stock Details NI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-71
Closed -$2K – 766
2020
Q3 		$2K Buy
+71
New +$1.65K ﹤0.01% 696

Other funds holding NI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 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 NI Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of NiSource (NI) in Q4 2020, closing a stake of 71 shares — an estimated $2K sold.

Paces Ferry Wealth Advisors first reported a position in NI in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 466 funds tracked by Wall St. Rank hold NI as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining NiSource position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 71 NiSource shares in Q4 2020, an estimated $2K.
  • Paces Ferry Wealth Advisors first reported a position in NiSource in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's NiSource position peaked at $2K in Q3 2020.
  • 466 funds tracked by Wall St. Rank held NiSource as of Q4 2020.

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