Paces Ferry Wealth Advisors’s Stifel SF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-36	Closed	-$1K	–	932
2020 Q3	$1K	Buy	+36	New	+$804	﹤0.01%	954

Other funds holding SF

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of Stifel (SF) in Q4 2020, closing a stake of 36 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in SF in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 296 funds tracked by Wall St. Rank hold SF as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Stifel position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 36 Stifel shares in Q4 2020, an estimated $1K.
Paces Ferry Wealth Advisors first reported a position in Stifel in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Stifel position peaked at $1K in Q3 2020.
296 funds tracked by Wall St. Rank held Stifel as of Q4 2020.

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