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Paces Ferry Wealth Advisors’s WEC Energy WEC Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-152
Closed -$15K – 1096
2020
Q3 		$15K Buy
+152
New +$14.2K 0.01% 384

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MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of WEC Energy (WEC) in Q4 2020, closing a stake of 152 shares — an estimated $15K sold.

Paces Ferry Wealth Advisors first reported a position in WEC in Q3 2020 and held it in 1 quarter. The position peaked at $15K in Q3 2020. 962 funds tracked by Wall St. Rank hold WEC as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining WEC Energy position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 152 WEC Energy shares in Q4 2020, an estimated $15K.
  • Paces Ferry Wealth Advisors first reported a position in WEC Energy in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's WEC Energy position peaked at $15K in Q3 2020.
  • 962 funds tracked by Wall St. Rank held WEC Energy as of Q4 2020.

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