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Paces Ferry Wealth Advisors’s OGE Energy OGE Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio OGE Stock Details OGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-286
Closed -$9K – 797
2020
Q3 		$9K Buy
+286
New +$9K 0.01% 459

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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of OGE Energy (OGE) in Q4 2020, closing a stake of 286 shares — an estimated $9K sold.

Paces Ferry Wealth Advisors first reported a position in OGE in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 446 funds tracked by Wall St. Rank hold OGE as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining OGE Energy position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 286 OGE Energy shares in Q4 2020, an estimated $9K.
  • Paces Ferry Wealth Advisors first reported a position in OGE Energy in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's OGE Energy position peaked at $9K in Q3 2020.
  • 446 funds tracked by Wall St. Rank held OGE Energy as of Q4 2020.

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