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Paces Ferry Wealth Advisors’s Portland General Electric POR Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-431
Closed -$15K – 848
2020
Q3 		$15K Buy
+431
New +$17.2K 0.01% 378

Other funds holding POR

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of Portland General Electric (POR) in Q4 2020, closing a stake of 431 shares — an estimated $15K sold.

Paces Ferry Wealth Advisors first reported a position in POR in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 316 funds tracked by Wall St. Rank hold POR as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Portland General Electric position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 431 Portland General Electric shares in Q4 2020, an estimated $15K.
  • Paces Ferry Wealth Advisors first reported a position in Portland General Electric in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Portland General Electric position peaked at $15K in Q3 2020.
  • 316 funds tracked by Wall St. Rank held Portland General Electric as of Q4 2020.

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