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Regent Peak Wealth Advisors’s Old Republic International ORI Stock Holding History

Regent Peak Wealth Advisors’s Portfolio ORI Stock Details ORI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-60
Closed -$1K – 721
2020
Q4 		$1K Buy
+60
New +$1.05K ﹤0.01% 966

Other funds holding ORI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
OCAM
Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Old Republic International (ORI) in Q1 2021, closing a stake of 60 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in ORI in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 417 funds tracked by Wall St. Rank hold ORI as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Old Republic International position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 60 Old Republic International shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Old Republic International in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Old Republic International position peaked at $1K in Q4 2020.
  • 417 funds tracked by Wall St. Rank held Old Republic International as of Q1 2021.

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