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Regent Peak Wealth Advisors’s MGIC Investment MTG Stock Holding History

Regent Peak Wealth Advisors’s Portfolio MTG Stock Details MTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-44
Closed -$1K – 668
2020
Q4 		$1K Buy
+44
New +$498 ﹤0.01% 956

Other funds holding MTG

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of MGIC Investment (MTG) in Q1 2021, closing a stake of 44 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in MTG in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 318 funds tracked by Wall St. Rank hold MTG as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining MGIC Investment position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 44 MGIC Investment shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in MGIC Investment in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's MGIC Investment position peaked at $1K in Q4 2020.
  • 318 funds tracked by Wall St. Rank held MGIC Investment as of Q1 2021.

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