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Regent Peak Wealth Advisors’s Haemonetics HAE Stock Holding History

Regent Peak Wealth Advisors’s Portfolio HAE Stock Details HAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-23
Closed -$3K – 495
2020
Q4 		$3K Buy
+23
New +$2.48K ﹤0.01% 742

Other funds holding HAE

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Haemonetics (HAE) in Q1 2021, closing a stake of 23 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in HAE in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 296 funds tracked by Wall St. Rank hold HAE as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Haemonetics position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 23 Haemonetics shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in Haemonetics in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Haemonetics position peaked at $3K in Q4 2020.
  • 296 funds tracked by Wall St. Rank held Haemonetics as of Q1 2021.

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