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Regent Peak Wealth Advisors’s Park National Corp PRK Stock Holding History

Regent Peak Wealth Advisors’s Portfolio PRK Stock Details PRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-355
Closed -$37K – 769
2020
Q4 		$37K Buy
+355
New +$34.9K 0.01% 349

Other funds holding PRK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Park National Corp (PRK) in Q1 2021, closing a stake of 355 shares — an estimated $37K sold.

Regent Peak Wealth Advisors first reported a position in PRK in Q4 2020 and held it in 1 quarter. The position peaked at $37K in Q4 2020. 154 funds tracked by Wall St. Rank hold PRK as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Park National Corp position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 355 Park National Corp shares in Q1 2021, an estimated $37K.
  • Regent Peak Wealth Advisors first reported a position in Park National Corp in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Park National Corp position peaked at $37K in Q4 2020.
  • 154 funds tracked by Wall St. Rank held Park National Corp as of Q1 2021.

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