PFWA
PDP icon

Paces Ferry Wealth Advisors’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio PDP Stock Details PDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-350
Closed -$27K – 823
2020
Q3 		$27K Buy
+350
New +$25.8K 0.02% 297

Other funds holding PDP

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q4 2020, closing a stake of 350 shares — an estimated $27K sold.

Paces Ferry Wealth Advisors first reported a position in PDP in Q3 2020 and held it in 1 quarter. The position peaked at $27K in Q3 2020. 185 funds tracked by Wall St. Rank hold PDP as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 350 Invesco Dorsey Wright Momentum ETF shares in Q4 2020, an estimated $27K.
  • Paces Ferry Wealth Advisors first reported a position in Invesco Dorsey Wright Momentum ETF in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Invesco Dorsey Wright Momentum ETF position peaked at $27K in Q3 2020.
  • 185 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q4 2020.

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