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Regent Peak Wealth Advisors’s Humana HUM Stock Holding History

Regent Peak Wealth Advisors’s Portfolio HUM Stock Details HUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-464
Closed -$212K – 174
2023
Q4 		$212K Buy
464
+13
+3% +$6.41K 0.06% 151
2023
Q3 		$219K Buy
+451
New +$212K 0.07% 133
2023
Q2 		– Sell
-448
Closed -$217K – 161
2023
Q1 		$217K Sell
448
-11
-2% -$5.44K 0.07% 141
2022
Q4 		$235K Buy
459
+15
+3% +$7.88K 0.08% 139
2022
Q3 		$215K Buy
444
+2
+0.5% +$973 0.08% 138
2022
Q2 		$206K Buy
+442
New +$197K 0.07% 151
2021
Q1 		– Sell
-403
Closed -$165K – 524
2020
Q4 		$165K Buy
+403
New +$168K 0.06% 159

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Regent Peak Wealth Advisors's HUM Position: Q1 2024 in Review

Regent Peak Wealth Advisors sold out of Humana (HUM) in Q1 2024, closing a stake of 464 shares — an estimated $212K sold.

Regent Peak Wealth Advisors first reported a position in HUM in Q4 2020 and held it in 7 quarters. The position peaked at $235K in Q4 2022. 1,031 funds tracked by Wall St. Rank hold HUM as of Q1 2024.

  • Regent Peak Wealth Advisors reported no remaining Humana position as of Q1 2024 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 464 Humana shares in Q1 2024, an estimated $212K.
  • Regent Peak Wealth Advisors first reported a position in Humana in Q4 2020 and held it in 7 quarters.
  • Regent Peak Wealth Advisors's Humana position peaked at $235K in Q4 2022.
  • 1,031 funds tracked by Wall St. Rank held Humana as of Q1 2024.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2024, filed 1 May 2024.