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Paces Ferry Wealth Advisors’s Yum China YUMC Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio YUMC Stock Details YUMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,818
Closed -$149K – 1134
2020
Q3 		$149K Buy
+2,818
New +$149K 0.13% 123

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BlackRock
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCM
Primavera Capital Management George Town, Cayman Islands $648M AUM 6.1% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Paces Ferry Wealth Advisors sold out of Yum China (YUMC) in Q4 2020, closing a stake of 2,818 shares — an estimated $149K sold.

Paces Ferry Wealth Advisors first reported a position in YUMC in Q3 2020 and held it in 1 quarter. The position peaked at $149K in Q3 2020. 785 funds tracked by Wall St. Rank hold YUMC as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Yum China position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 2,818 Yum China shares in Q4 2020, an estimated $149K.
  • Paces Ferry Wealth Advisors first reported a position in Yum China in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Yum China position peaked at $149K in Q3 2020.
  • 785 funds tracked by Wall St. Rank held Yum China as of Q4 2020.

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