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Regent Peak Wealth Advisors’s Huntington Bancshares HBAN Stock Holding History

Regent Peak Wealth Advisors’s Portfolio HBAN Stock Details HBAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,298
Closed -$42K – 498
2020
Q4 		$42K Buy
+3,298
New +$37.5K 0.01% 331

Other funds holding HBAN

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Huntington Bancshares (HBAN) in Q1 2021, closing a stake of 3,298 shares — an estimated $42K sold.

Regent Peak Wealth Advisors first reported a position in HBAN in Q4 2020 and held it in 1 quarter. The position peaked at $42K in Q4 2020. 705 funds tracked by Wall St. Rank hold HBAN as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Huntington Bancshares position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 3,298 Huntington Bancshares shares in Q1 2021, an estimated $42K.
  • Regent Peak Wealth Advisors first reported a position in Huntington Bancshares in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Huntington Bancshares position peaked at $42K in Q4 2020.
  • 705 funds tracked by Wall St. Rank held Huntington Bancshares as of Q1 2021.

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