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Regent Peak Wealth Advisors’s Selective Insurance SIGI Stock Holding History

Regent Peak Wealth Advisors’s Portfolio SIGI Stock Details SIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-25
Closed -$2K – 838
2020
Q4 		$2K Buy
+25
New +$1.5K ﹤0.01% 841

Other funds holding SIGI

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Selective Insurance (SIGI) in Q1 2021, closing a stake of 25 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in SIGI in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 237 funds tracked by Wall St. Rank hold SIGI as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Selective Insurance position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 25 Selective Insurance shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in Selective Insurance in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Selective Insurance position peaked at $2K in Q4 2020.
  • 237 funds tracked by Wall St. Rank held Selective Insurance as of Q1 2021.

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