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Regent Peak Wealth Advisors’s EastGroup Properties EGP Stock Holding History

Regent Peak Wealth Advisors’s Portfolio EGP Stock Details EGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-7
Closed -$1K – 384
2020
Q4 		$1K Buy
+7
New +$968 ﹤0.01% 918

Other funds holding EGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of EastGroup Properties (EGP) in Q1 2021, closing a stake of 7 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in EGP in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 307 funds tracked by Wall St. Rank hold EGP as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining EastGroup Properties position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 7 EastGroup Properties shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in EastGroup Properties in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's EastGroup Properties position peaked at $1K in Q4 2020.
  • 307 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2021.

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