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Regent Peak Wealth Advisors’s KB Financial Group KB Stock Holding History

Regent Peak Wealth Advisors’s Portfolio KB Stock Details KB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-28
Closed -$1K – 578
2020
Q4 		$1K Buy
+28
New +$1.1K ﹤0.01% 941

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TSAM
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BlackRock
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Franklin Resources
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of KB Financial Group (KB) in Q1 2021, closing a stake of 28 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in KB in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 165 funds tracked by Wall St. Rank hold KB as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining KB Financial Group position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 28 KB Financial Group shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in KB Financial Group in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's KB Financial Group position peaked at $1K in Q4 2020.
  • 165 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2021.

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