RPWA
REX icon

Regent Peak Wealth Advisors’s REX American Resources REX Stock Holding History

Regent Peak Wealth Advisors’s Portfolio REX Stock Details REX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-36
Closed – – 789
2020
Q4 		$0 Buy
+36
New +$473 ﹤0.01% 1114

Other funds holding REX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DnB Asset Management
DnB Asset Management Oslo, Norway $28B AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of REX American Resources (REX) in Q1 2021, closing a stake of 36 shares.

Regent Peak Wealth Advisors first reported a position in REX in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 115 funds tracked by Wall St. Rank hold REX as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining REX American Resources position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 36 REX American Resources shares in Q1 2021.
  • Regent Peak Wealth Advisors first reported a position in REX American Resources in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's REX American Resources position peaked at $0 in Q4 2020.
  • 115 funds tracked by Wall St. Rank held REX American Resources as of Q1 2021.

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