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Regent Peak Wealth Advisors’s Cincinnati Financial CINF Stock Holding History

Regent Peak Wealth Advisors’s Portfolio CINF Stock Details CINF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-125
Closed -$11K – 301
2020
Q4 		$11K Buy
+125
New +$9.98K ﹤0.01% 543

Other funds holding CINF

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Cincinnati Financial (CINF) in Q1 2021, closing a stake of 125 shares — an estimated $11K sold.

Regent Peak Wealth Advisors first reported a position in CINF in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 611 funds tracked by Wall St. Rank hold CINF as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Cincinnati Financial position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 125 Cincinnati Financial shares in Q1 2021, an estimated $11K.
  • Regent Peak Wealth Advisors first reported a position in Cincinnati Financial in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Cincinnati Financial position peaked at $11K in Q4 2020.
  • 611 funds tracked by Wall St. Rank held Cincinnati Financial as of Q1 2021.

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