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Regent Peak Wealth Advisors’s Harley-Davidson HOG Stock Holding History

Regent Peak Wealth Advisors’s Portfolio HOG Stock Details HOG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-277
Closed -$10K – 510
2020
Q4 		$10K Buy
+277
New +$9.5K ﹤0.01% 560

Other funds holding HOG

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
HPM
H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Harley-Davidson (HOG) in Q1 2021, closing a stake of 277 shares — an estimated $10K sold.

Regent Peak Wealth Advisors first reported a position in HOG in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 419 funds tracked by Wall St. Rank hold HOG as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Harley-Davidson position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 277 Harley-Davidson shares in Q1 2021, an estimated $10K.
  • Regent Peak Wealth Advisors first reported a position in Harley-Davidson in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Harley-Davidson position peaked at $10K in Q4 2020.
  • 419 funds tracked by Wall St. Rank held Harley-Davidson as of Q1 2021.

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