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Regent Peak Wealth Advisors’s Citizens Financial Group CFG Stock Holding History

Regent Peak Wealth Advisors’s Portfolio CFG Stock Details CFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-957
Closed -$34K – 290
2020
Q4 		$34K Buy
+957
New +$30K 0.01% 357

Other funds holding CFG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Citizens Financial Group (CFG) in Q1 2021, closing a stake of 957 shares — an estimated $34K sold.

Regent Peak Wealth Advisors first reported a position in CFG in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 685 funds tracked by Wall St. Rank hold CFG as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Citizens Financial Group position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 957 Citizens Financial Group shares in Q1 2021, an estimated $34K.
  • Regent Peak Wealth Advisors first reported a position in Citizens Financial Group in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Citizens Financial Group position peaked at $34K in Q4 2020.
  • 685 funds tracked by Wall St. Rank held Citizens Financial Group as of Q1 2021.

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