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Paces Ferry Wealth Advisors’s Valero Energy VLO Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio VLO Stock Details VLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-213
Closed -$9K – 1069
2020
Q3 		$9K Buy
+213
New +$11.2K 0.01% 464

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of Valero Energy (VLO) in Q4 2020, closing a stake of 213 shares — an estimated $9K sold.

Paces Ferry Wealth Advisors first reported a position in VLO in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 973 funds tracked by Wall St. Rank hold VLO as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Valero Energy position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 213 Valero Energy shares in Q4 2020, an estimated $9K.
  • Paces Ferry Wealth Advisors first reported a position in Valero Energy in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Valero Energy position peaked at $9K in Q3 2020.
  • 973 funds tracked by Wall St. Rank held Valero Energy as of Q4 2020.

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