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Paces Ferry Wealth Advisors’s Retail Opportunity Investments Corp. ROIC Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio ROIC Stock Details ROIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-145
Closed -$2K – 1157
2020
Q3 		$2K Buy
+145
New +$1.59K ﹤0.01% 733

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RIM
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Northern Trust
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Paces Ferry Wealth Advisors's ROIC Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Retail Opportunity Investments Corp. (ROIC) in Q4 2020, closing a stake of 145 shares — an estimated $2K sold.

Paces Ferry Wealth Advisors first reported a position in ROIC in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 213 funds tracked by Wall St. Rank hold ROIC as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Retail Opportunity Investments Corp. position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 145 Retail Opportunity Investments Corp. shares in Q4 2020, an estimated $2K.
  • Paces Ferry Wealth Advisors first reported a position in Retail Opportunity Investments Corp. in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Retail Opportunity Investments Corp. position peaked at $2K in Q3 2020.
  • 213 funds tracked by Wall St. Rank held Retail Opportunity Investments Corp. as of Q4 2020.

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