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Regent Peak Wealth Advisors’s Lennar Class A LEN Stock Holding History

Regent Peak Wealth Advisors’s Portfolio LEN Stock Details LEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-445
Closed -$33K – 602
2020
Q4 		$33K Buy
+445
New +$33.3K 0.01% 367

Other funds holding LEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 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 LEN Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Lennar Class A (LEN) in Q1 2021, closing a stake of 445 shares — an estimated $33K sold.

Regent Peak Wealth Advisors first reported a position in LEN in Q4 2020 and held it in 1 quarter. The position peaked at $33K in Q4 2020. 729 funds tracked by Wall St. Rank hold LEN as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Lennar Class A position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 445 Lennar Class A shares in Q1 2021, an estimated $33K.
  • Regent Peak Wealth Advisors first reported a position in Lennar Class A in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Lennar Class A position peaked at $33K in Q4 2020.
  • 729 funds tracked by Wall St. Rank held Lennar Class A as of Q1 2021.

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