RPWA
HTBK

Regent Peak Wealth Advisors’s Heritage Commerce HTBK Stock Holding History

Regent Peak Wealth Advisors’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-54
Closed – – 520
2020
Q4 		$0 Buy
+54
New +$438 ﹤0.01% 1091

Other funds holding HTBK

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Heritage Commerce (HTBK) in Q1 2021, closing a stake of 54 shares.

Regent Peak Wealth Advisors first reported a position in HTBK in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 120 funds tracked by Wall St. Rank hold HTBK as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Heritage Commerce position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 54 Heritage Commerce shares in Q1 2021.
  • Regent Peak Wealth Advisors first reported a position in Heritage Commerce in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Heritage Commerce position peaked at $0 in Q4 2020.
  • 120 funds tracked by Wall St. Rank held Heritage Commerce as of Q1 2021.

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