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Regal Investment Advisors’s Eagle Materials EXP Stock Holding History

Regal Investment 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
2024
Q2 		– Sell
-1,157
Closed -$314K – 581
2024
Q1 		$314K Sell
1,157
-299
-21% -$70.6K 0.02% 450
2023
Q4 		$295K Buy
1,456
+34
+2% +$5.98K 0.02% 423
2023
Q3 		$237K Sell
1,422
-120
-8% -$21.8K 0.02% 437
2023
Q2 		$287K Sell
1,542
-102
-6% -$16.2K 0.02% 403
2023
Q1 		$241K Buy
1,644
+130
+9% +$18.4K 0.02% 443
2022
Q4 		$201K Buy
+1,514
New +$191K 0.02% 457
2015
Q1 		– Sell
-100
Closed -$8K – 990
2014
Q4 		$8K Sell
100
-90
-47% -$7.61K ﹤0.01% 660
2014
Q3 		$19K Buy
+190
New +$18.4K 0.01% 560
2014
Q2 		– Sell
-230
Closed -$20K – 917
2014
Q1 		$20K Buy
+230
New +$19K 0.01% 507

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Regal Investment Advisors's EXP Position: Q2 2024 in Review

Regal Investment Advisors sold out of Eagle Materials (EXP) in Q2 2024, closing a stake of 1,157 shares — an estimated $314K sold.

Regal Investment Advisors first reported a position in EXP in Q1 2014 and held it in 9 quarters. The position peaked at $314K in Q1 2024. 469 funds tracked by Wall St. Rank hold EXP as of Q2 2024.

  • Regal Investment Advisors reported no remaining Eagle Materials position as of Q2 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 1,157 Eagle Materials shares in Q2 2024, an estimated $314K.
  • Regal Investment Advisors first reported a position in Eagle Materials in Q1 2014 and held it in 9 quarters.
  • Regal Investment Advisors's Eagle Materials position peaked at $314K in Q1 2024.
  • 469 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2024.

Based on Regal Investment Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.