PFWA
RBC icon

Paces Ferry Wealth Advisors’s RBC Bearings RBC Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio RBC Stock Details RBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-180
Closed -$22K – 882
2020
Q3 		$22K Buy
+180
New +$23.1K 0.02% 323

Other funds holding RBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of RBC Bearings (RBC) in Q4 2020, closing a stake of 180 shares — an estimated $22K sold.

Paces Ferry Wealth Advisors first reported a position in RBC in Q3 2020 and held it in 1 quarter. The position peaked at $22K in Q3 2020. 235 funds tracked by Wall St. Rank hold RBC as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining RBC Bearings position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 180 RBC Bearings shares in Q4 2020, an estimated $22K.
  • Paces Ferry Wealth Advisors first reported a position in RBC Bearings in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's RBC Bearings position peaked at $22K in Q3 2020.
  • 235 funds tracked by Wall St. Rank held RBC Bearings as of Q4 2020.

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