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Regent Peak Wealth Advisors’s Ericsson ERIC Stock Holding History

Regent Peak Wealth Advisors’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-135
Closed -$2K – 405
2020
Q4 		$2K Buy
+135
New +$1.58K ﹤0.01% 810

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Ericsson (ERIC) in Q1 2021, closing a stake of 135 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in ERIC in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 371 funds tracked by Wall St. Rank hold ERIC as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Ericsson position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 135 Ericsson shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in Ericsson in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Ericsson position peaked at $2K in Q4 2020.
  • 371 funds tracked by Wall St. Rank held Ericsson as of Q1 2021.

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