Paces Ferry Wealth Advisors, LLC Closed Holding Positions

Paces Ferry Wealth Advisors, LLC

  • $173 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
WTW
Willis Towers Watson PLC

Financial Services
Q4 2020 Filed on Mar 05, 2021
16
$179.57 - $217.03 $2.87K - $3.47K
OFIX
Orthofix Medical Inc.

Healthcare
Q4 2020 Filed on Mar 05, 2021
28
$31.26 - $43.14 $875 - $1.21K
WMB
Williams Companies, Inc.

Energy
Q4 2020 Filed on Mar 05, 2021
1,402
$18.26 - $22.49 $25.6K - $31.5K
GEN
Gen Digital Inc Com
Q4 2020 Filed on Mar 05, 2021
44
N/A
WFC
Wells Fargo & Company

Financial Services
Q4 2020 Filed on Mar 05, 2021
485
$21.14 - $30.35 $10.3K - $14.7K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q4 2020 Filed on Mar 05, 2021
244
$133.73 - $138.48 $32.6K - $33.8K
RGR
Sturm Ruger & CO Inc

Industrials
Q4 2020 Filed on Mar 05, 2021
8
$59.89 - $70.45 $479 - $564
ROL
Rollins Inc

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
1,083
$35.87 - $42.19 $38.8K - $45.7K
GLW
Corning Inc

Technology
Q4 2020 Filed on Mar 05, 2021
982
$31.73 - $37.95 $31.2K - $37.3K
PGR
Progressive Corp

Financial Services
Q4 2020 Filed on Mar 05, 2021
874
$87.11 - $101.38 $76.1K - $88.6K
XEL
Xcel Energy Inc

Utilities
Q4 2020 Filed on Mar 05, 2021
150
$64.31 - $74.71 $9.65K - $11.2K
FISV
Fiserv Inc

Technology
Q4 2020 Filed on Mar 05, 2021
200
$93.52 - $117.99 $18.7K - $23.6K
MTG
Mgic Investment Corp

Financial Services
Q4 2020 Filed on Mar 05, 2021
23
$9.17 - $12.64 $211 - $291
Waddell & Reed Finl Inc
Q4 2020 Filed on Mar 05, 2021
16
N/A
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
144
$8.28 - $11.38 $1.19K - $1.64K
F
Ford Motor CO

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
2,433
$6.75 - $9.45 $16.4K - $23K
LUV
Southwest Airlines CO

Industrials
Q4 2020 Filed on Mar 05, 2021
200
$37.58 - $48.27 $7.52K - $9.65K
PXD
Pioneer Natural Resources CO

Energy
Q4 2020 Filed on Mar 05, 2021
170
$77.34 - $118.79 $13.1K - $20.2K
SR
Spire Inc

Utilities
Q4 2020 Filed on Mar 05, 2021
10
$52.56 - $67.44 $526 - $674
ACN
Accenture PLC

Technology
Q4 2020 Filed on Mar 05, 2021
75
$213.94 - $266.25 $16K - $20K
AMT
American Tower Corp

Real Estate
Q4 2020 Filed on Mar 05, 2021
1,171
$216.72 - $246.38 $254K - $289K
CCI
Crown Castle International Corp

Real Estate
Q4 2020 Filed on Mar 05, 2021
345
$152.46 - $170.8 $52.6K - $58.9K
CDE
Coeur Mining, Inc.

Basic Materials
Q4 2020 Filed on Mar 05, 2021
115
$6.83 - $11.09 $785 - $1.28K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q4 2020 Filed on Mar 05, 2021
74
$128.25 - $151.41 $9.49K - $11.2K
Trustco Bk Corp N Y
Q4 2020 Filed on Mar 05, 2021
196
N/A
FHI
Federated Hermes, Inc.

Financial Services
Q4 2020 Filed on Mar 05, 2021
38
$21.28 - $30.04 $809 - $1.14K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q4 2020 Filed on Mar 05, 2021
46
$101.44 - $120.09 $4.67K - $5.52K
INTU
Intuit Inc

Technology
Q4 2020 Filed on Mar 05, 2021
54
$314.68 - $381.16 $17K - $20.6K
MAR
Marriott International Inc

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
14
$89.97 - $135.61 $1.26K - $1.9K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
Q4 2020 Filed on Mar 05, 2021
845
$102.95 - $118.69 $87K - $100K
MMM
3 M CO

Industrials
Q4 2020 Filed on Mar 05, 2021
811
$158.48 - $177.12 $129K - $144K
Maxim Integrated Prods Inc
Q4 2020 Filed on Mar 05, 2021
12
N/A
OMC
Omnicom Group Inc.

Communication Services
Q4 2020 Filed on Mar 05, 2021
46
$45.8 - $65.06 $2.11K - $2.99K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q4 2020 Filed on Mar 05, 2021
31
$88.68 - $113.05 $2.75K - $3.5K
GPS
Gap Inc

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
222
$17.87 - $26.87 $3.97K - $5.97K
Xilinx Inc
Q4 2020 Filed on Mar 05, 2021
19
N/A
GOLD
Barrick Gold Corp

Basic Materials
Q4 2020 Filed on Mar 05, 2021
498
$22.44 - $29.32 $11.2K - $14.6K
EAT
Brinker International, Inc

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
18
$41.96 - $58.09 $755 - $1.05K
VTI
Vanguard Total Stock Market Et

ETFs
Q4 2020 Filed on Mar 05, 2021
28
$166.99 - $194.64 $4.68K - $5.45K
Unilever N V
Q4 2020 Filed on Mar 05, 2021
2,814
N/A
TXT
Textron Inc

Industrials
Q4 2020 Filed on Mar 05, 2021
62
$32.09 - $48.49 $1.99K - $3.01K
SJM
J M Smucker CO

Consumer Defensive
Q4 2020 Filed on Mar 05, 2021
6
$111.24 - $120.11 $667 - $721
OI
O I Glass, Inc.

Consumer Cyclical
Q4 2020 Filed on Mar 05, 2021
85
$9.43 - $12.96 $802 - $1.1K
NSC
Norfolk Southern Corp

Industrials
Q4 2020 Filed on Mar 05, 2021
32
$198.11 - $246.77 $6.34K - $7.9K
STAR
Istar Inc.

Real Estate
Q4 2020 Filed on Mar 05, 2021
64
$11.55 - $15.01 $739 - $961
HBAN
Huntington Bancshares Inc

Financial Services
Q4 2020 Filed on Mar 05, 2021
1,396
$9.15 - $13.11 $12.8K - $18.3K
HST
Host Hotels & Resorts, Inc.

Real Estate
Q4 2020 Filed on Mar 05, 2021
103
$10.45 - $15.65 $1.08K - $1.61K
FE
Firstenergy Corp

Utilities
Q4 2020 Filed on Mar 05, 2021
265
$26.56 - $33.39 $7.04K - $8.85K
DUK
Duke Energy Corp

Utilities
Q4 2020 Filed on Mar 05, 2021
1,054
$89.04 - $97.31 $93.8K - $103K
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