RPWA
EHC icon

Regent Peak Wealth Advisors’s Encompass Health EHC Stock Holding History

Regent Peak Wealth Advisors’s Portfolio EHC Stock Details EHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-25
Closed -$2K – 385
2020
Q4 		$2K Buy
+25
New +$1.47K ﹤0.01% 808

Other funds holding EHC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Encompass Health (EHC) in Q1 2021, closing a stake of 25 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in EHC in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 403 funds tracked by Wall St. Rank hold EHC as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Encompass Health position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 25 Encompass Health shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in Encompass Health in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Encompass Health position peaked at $2K in Q4 2020.
  • 403 funds tracked by Wall St. Rank held Encompass Health as of Q1 2021.

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