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Regent Peak Wealth Advisors’s AXIS Capital AXS Stock Holding History

Regent Peak Wealth Advisors’s Portfolio AXS Stock Details AXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3
Closed – – 223
2020
Q4 		$0 Buy
+3
New +$145 ﹤0.01% 1057

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Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
SPC
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BlackRock
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RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

Regent Peak Wealth Advisors's AXS Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of AXIS Capital (AXS) in Q1 2021, closing a stake of 3 shares.

Regent Peak Wealth Advisors first reported a position in AXS in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 251 funds tracked by Wall St. Rank hold AXS as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining AXIS Capital position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 3 AXIS Capital shares in Q1 2021.
  • Regent Peak Wealth Advisors first reported a position in AXIS Capital in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's AXIS Capital position peaked at $0 in Q4 2020.
  • 251 funds tracked by Wall St. Rank held AXIS Capital as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.