Paul John Balson current holdings: Foreign Stocks
Paul John Balson reported $0.00 billion in share positions in stocks (depositary receipts and foreign shares traded over the counter), 2 positions, in its Form 13F for the quarter ended 2020-12-31; the largest are NICE, DEO.
- NICE: Country of operation —; Class ADR; Shares 1,366; Value $387,000.
- DEO: Country of operation —; Class ADR; Shares 1,482; Value $235,000.
Form 13F-HR as filed (SEC CIK 1809125): quarter ended 2020-12-31, filed 2021-02-17. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2020-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| NICE NICE LTD | ADR | 1,366 | $387,000 | 0.09% | 2020-12-31 | 2021-02-17 | -62.33% | |
| DEO DIAGEO PLC | ADR | 1,482 | $235,000 | 0.06% | 2020-12-31 | 2021-02-17 | -46.26% |
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| Firm Name | Country | 13F Value | Holdings |
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