Regent Peak Wealth Advisors’s Saul Centers BFS Stock Holding History

Regent Peak Wealth Advisors’s Portfolio BFS Stock Details BFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-14	Closed	–	–	241
2020 Q4	$0	Buy	+14	New	+$414	﹤0.01%	1060

Other funds holding BFS

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Saul Centers (BFS) in Q1 2021, closing a stake of 14 shares.

Regent Peak Wealth Advisors first reported a position in BFS in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 120 funds tracked by Wall St. Rank hold BFS as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Saul Centers position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 14 Saul Centers shares in Q1 2021.
Regent Peak Wealth Advisors first reported a position in Saul Centers in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Saul Centers position peaked at $0 in Q4 2020.
120 funds tracked by Wall St. Rank held Saul Centers as of Q1 2021.

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