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Regent Peak Wealth Advisors’s NVR NVR Stock Holding History

Regent Peak Wealth Advisors’s Portfolio NVR Stock Details NVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6
Closed -$24K – 701
2020
Q4 		$24K Buy
+6
New +$24.9K 0.01% 426

Other funds holding NVR

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of NVR (NVR) in Q1 2021, closing a stake of 6 shares — an estimated $24K sold.

Regent Peak Wealth Advisors first reported a position in NVR in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 513 funds tracked by Wall St. Rank hold NVR as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining NVR position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 6 NVR shares in Q1 2021, an estimated $24K.
  • Regent Peak Wealth Advisors first reported a position in NVR in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's NVR position peaked at $24K in Q4 2020.
  • 513 funds tracked by Wall St. Rank held NVR as of Q1 2021.

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