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Regent Peak Wealth Advisors’s Magnolia Oil & Gas MGY Stock Holding History

Regent Peak Wealth Advisors’s Portfolio MGY Stock Details MGY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-73
Closed -$1K – 643
2020
Q4 		$1K Buy
+73
New +$435 ﹤0.01% 954

Other funds holding MGY

E
EnerVest Houston, Texas $50.1M AUM 2.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Magnolia Oil & Gas (MGY) in Q1 2021, closing a stake of 73 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in MGY in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 189 funds tracked by Wall St. Rank hold MGY as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Magnolia Oil & Gas position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 73 Magnolia Oil & Gas shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Magnolia Oil & Gas in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Magnolia Oil & Gas position peaked at $1K in Q4 2020.
  • 189 funds tracked by Wall St. Rank held Magnolia Oil & Gas as of Q1 2021.

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