Regent Peak Wealth Advisors’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Regent Peak Wealth Advisors’s Portfolio KIE Stock Details KIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-521	Closed	-$17K	–	587
2020 Q4	$17K	Buy	+521	New	+$16.4K	0.01%	484

Other funds holding KIE

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2021, closing a stake of 521 shares — an estimated $17K sold.

Regent Peak Wealth Advisors first reported a position in KIE in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 92 funds tracked by Wall St. Rank hold KIE as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 521 State Street SPDR S&P Insurance ETF shares in Q1 2021, an estimated $17K.
Regent Peak Wealth Advisors first reported a position in State Street SPDR S&P Insurance ETF in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's State Street SPDR S&P Insurance ETF position peaked at $17K in Q4 2020.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2021.

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