Paces Ferry Wealth Advisors’s W&T Offshore WTI Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio WTI Stock Details WTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-109	Closed	–	–	1116
2020 Q3	$0	Buy	+109	New	+$242	﹤0.01%	1262

Other funds holding WTI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of W&T Offshore (WTI) in Q4 2020, closing a stake of 109 shares.

Paces Ferry Wealth Advisors first reported a position in WTI in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 92 funds tracked by Wall St. Rank hold WTI as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining W&T Offshore position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 109 W&T Offshore shares in Q4 2020.
Paces Ferry Wealth Advisors first reported a position in W&T Offshore in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's W&T Offshore position peaked at $0 in Q3 2020.
92 funds tracked by Wall St. Rank held W&T Offshore as of Q4 2020.

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