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Paces Ferry Wealth Advisors’s RLI Corp RLI Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio RLI Stock Details RLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-44
Closed -$2K – 896
2020
Q3 		$2K Buy
+44
New +$1.93K ﹤0.01% 707

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VDI
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Dimensional Fund Advisors
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Paces Ferry Wealth Advisors's RLI Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of RLI Corp (RLI) in Q4 2020, closing a stake of 44 shares — an estimated $2K sold.

Paces Ferry Wealth Advisors first reported a position in RLI in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 272 funds tracked by Wall St. Rank hold RLI as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining RLI Corp position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 44 RLI Corp shares in Q4 2020, an estimated $2K.
  • Paces Ferry Wealth Advisors first reported a position in RLI Corp in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's RLI Corp position peaked at $2K in Q3 2020.
  • 272 funds tracked by Wall St. Rank held RLI Corp as of Q4 2020.

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