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Paces Ferry Wealth Advisors’s Wells Fargo WFC Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-485
Closed -$11K – 1099
2020
Q3 		$11K Buy
+485
New +$12K 0.01% 435

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Dodge & Cox
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Berkshire Hathaway
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State Farm Mutual Automobile Insurance
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Paces Ferry Wealth Advisors's WFC Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Wells Fargo (WFC) in Q4 2020, closing a stake of 485 shares — an estimated $11K sold.

Paces Ferry Wealth Advisors first reported a position in WFC in Q3 2020 and held it in 1 quarter. The position peaked at $11K in Q3 2020. 1,756 funds tracked by Wall St. Rank hold WFC as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Wells Fargo position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 485 Wells Fargo shares in Q4 2020, an estimated $11K.
  • Paces Ferry Wealth Advisors first reported a position in Wells Fargo in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Wells Fargo position peaked at $11K in Q3 2020.
  • 1,756 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2020.

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