Regent Peak Wealth Advisors’s Chemed CHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-3	Closed	-$2K	–	296
2020 Q4	$2K	Buy	+3	New	+$1.47K	﹤0.01%	803

Other funds holding CHE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Chemed (CHE) in Q1 2021, closing a stake of 3 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in CHE in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 421 funds tracked by Wall St. Rank hold CHE as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Chemed position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 3 Chemed shares in Q1 2021, an estimated $2K.
Regent Peak Wealth Advisors first reported a position in Chemed in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Chemed position peaked at $2K in Q4 2020.
421 funds tracked by Wall St. Rank held Chemed as of Q1 2021.

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