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Peak Financial Advisors’s Eagle Materials EXP Stock Holding History

Peak Financial Advisors’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-12,582
Closed -$1.79M – 72
2021
Q2 		$1.79M Sell
12,582
-6,074
-33% -$873K 1.54% 24
2021
Q1 		$2.51M Sell
18,656
-278
-1% -$33.7K 2.11% 10
2020
Q4 		$1.92M Buy
+18,934
New +$1.76M 1.65% 19

Other funds holding EXP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Peak Financial Advisors's EXP Position: Q3 2021 in Review

Peak Financial Advisors sold out of Eagle Materials (EXP) in Q3 2021, closing a stake of 12,582 shares — an estimated $1.79M sold.

Peak Financial Advisors first reported a position in EXP in Q4 2020 and held it in 3 quarters. The position peaked at $2.51M in Q1 2021. 361 funds tracked by Wall St. Rank hold EXP as of Q3 2021.

  • Peak Financial Advisors reported no remaining Eagle Materials position as of Q3 2021 after selling out during the quarter.
  • Peak Financial Advisors sold 12,582 Eagle Materials shares in Q3 2021, an estimated $1.79M.
  • Peak Financial Advisors first reported a position in Eagle Materials in Q4 2020 and held it in 3 quarters.
  • Peak Financial Advisors's Eagle Materials position peaked at $2.51M in Q1 2021.
  • 361 funds tracked by Wall St. Rank held Eagle Materials as of Q3 2021.

Based on Peak Financial Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.