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Regent Peak Wealth Advisors’s Mohawk Industries MHK Stock Holding History

Regent Peak Wealth Advisors’s Portfolio MHK Stock Details MHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-55
Closed -$8K – 644
2020
Q4 		$8K Buy
+55
New +$6.63K ﹤0.01% 589

Other funds holding MHK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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 MHK Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Mohawk Industries (MHK) in Q1 2021, closing a stake of 55 shares — an estimated $8K sold.

Regent Peak Wealth Advisors first reported a position in MHK in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 469 funds tracked by Wall St. Rank hold MHK as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Mohawk Industries position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 55 Mohawk Industries shares in Q1 2021, an estimated $8K.
  • Regent Peak Wealth Advisors first reported a position in Mohawk Industries in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Mohawk Industries position peaked at $8K in Q4 2020.
  • 469 funds tracked by Wall St. Rank held Mohawk Industries as of Q1 2021.

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