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Regent Peak Wealth Advisors’s Owens Corning OC Stock Holding History

Regent Peak Wealth Advisors’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-40
Closed -$3K – 710
2020
Q4 		$3K Buy
+40
New +$2.92K ﹤0.01% 759

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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Owens Corning (OC) in Q1 2021, closing a stake of 40 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in OC in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 442 funds tracked by Wall St. Rank hold OC as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Owens Corning position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 40 Owens Corning shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in Owens Corning in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Owens Corning position peaked at $3K in Q4 2020.
  • 442 funds tracked by Wall St. Rank held Owens Corning as of Q1 2021.

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