RPWA
NTB icon

Regent Peak Wealth Advisors’s Bank of N.T. Butterfield & Son NTB Stock Holding History

Regent Peak Wealth Advisors’s Portfolio NTB Stock Details NTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-85
Closed -$3K – 692
2020
Q4 		$3K Buy
+85
New +$2.5K ﹤0.01% 757

Other funds holding NTB

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
RA
Rovida Advisors Fort Lauderdale, Florida $116M AUM 12.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Bank of N.T. Butterfield & Son (NTB) in Q1 2021, closing a stake of 85 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in NTB in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 135 funds tracked by Wall St. Rank hold NTB as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Bank of N.T. Butterfield & Son position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 85 Bank of N.T. Butterfield & Son shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in Bank of N.T. Butterfield & Son in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Bank of N.T. Butterfield & Son position peaked at $3K in Q4 2020.
  • 135 funds tracked by Wall St. Rank held Bank of N.T. Butterfield & Son as of Q1 2021.

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