Paces Ferry Wealth Advisors’s Regency Centers REG Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio REG Stock Details REG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-82	Closed	-$3K	–	886
2020 Q3	$3K	Buy	+82	New	+$3.37K	﹤0.01%	611

Other funds holding REG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of Regency Centers (REG) in Q4 2020, closing a stake of 82 shares — an estimated $3K sold.

Paces Ferry Wealth Advisors first reported a position in REG in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 373 funds tracked by Wall St. Rank hold REG as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Regency Centers position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 82 Regency Centers shares in Q4 2020, an estimated $3K.
Paces Ferry Wealth Advisors first reported a position in Regency Centers in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Regency Centers position peaked at $3K in Q3 2020.
373 funds tracked by Wall St. Rank held Regency Centers as of Q4 2020.

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