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Regent Peak Wealth Advisors’s Everest Group EG Stock Holding History

Regent Peak Wealth Advisors’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-20
Closed -$5K – 383
2020
Q4 		$5K Buy
+20
New +$4.42K ﹤0.01% 664

Other funds holding EG

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Everest Group (EG) in Q1 2021, closing a stake of 20 shares — an estimated $5K sold.

Regent Peak Wealth Advisors first reported a position in EG in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 464 funds tracked by Wall St. Rank hold EG as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Everest Group position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 20 Everest Group shares in Q1 2021, an estimated $5K.
  • Regent Peak Wealth Advisors first reported a position in Everest Group in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Everest Group position peaked at $5K in Q4 2020.
  • 464 funds tracked by Wall St. Rank held Everest Group as of Q1 2021.

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