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Paces Ferry Wealth Advisors’s Union Pacific UNP Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-216
Closed -$43K – 1057
2020
Q3 		$43K Buy
+216
New +$40.1K 0.04% 238

Other funds holding UNP

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of Union Pacific (UNP) in Q4 2020, closing a stake of 216 shares — an estimated $43K sold.

Paces Ferry Wealth Advisors first reported a position in UNP in Q3 2020 and held it in 1 quarter. The position peaked at $43K in Q3 2020. 2,141 funds tracked by Wall St. Rank hold UNP as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Union Pacific position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 216 Union Pacific shares in Q4 2020, an estimated $43K.
  • Paces Ferry Wealth Advisors first reported a position in Union Pacific in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Union Pacific position peaked at $43K in Q3 2020.
  • 2,141 funds tracked by Wall St. Rank held Union Pacific as of Q4 2020.

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