PFWA
UN

Paces Ferry Wealth Advisors’s Unilever NV New York Registry Shares UN Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio UN Stock Details UN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,814
Closed -$170K – 1316
2020
Q3 		$170K Buy
+2,814
New +$163K 0.15% 112

Other funds holding UN

FTB
First Trust Bank Nassau, Bahamas $50.9M AUM 33.51% 1-Year Est. Return
AAM
Auxier Asset Management Aurora, Oregon $696M AUM 18.07% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $996M AUM 25.52% 1-Year Est. Return
BA
Birinyi Associates Westport, Connecticut $367M AUM 25.62% 1-Year Est. Return
DHFB
Dixon Hubard Feinour & Brown Roanoke, Virginia $842M AUM 2.74% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of Unilever NV New York Registry Shares (UN) in Q4 2020, closing a stake of 2,814 shares — an estimated $170K sold.

Paces Ferry Wealth Advisors first reported a position in UN in Q3 2020 and held it in 1 quarter. The position peaked at $170K in Q3 2020. 7 funds tracked by Wall St. Rank hold UN as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Unilever NV New York Registry Shares position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 2,814 Unilever NV New York Registry Shares shares in Q4 2020, an estimated $170K.
  • Paces Ferry Wealth Advisors first reported a position in Unilever NV New York Registry Shares in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Unilever NV New York Registry Shares position peaked at $170K in Q3 2020.
  • 7 funds tracked by Wall St. Rank held Unilever NV New York Registry Shares as of Q4 2020.

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