RPWA
STFC

Regent Peak Wealth Advisors’s State Auto Financial Corp STFC Stock Holding History

Regent Peak Wealth Advisors’s Portfolio STFC Stock Details STFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-135,487
Closed -$6.9M – 176
2021
Q3 		$6.9M Hold
135,487
– – 1.98% 13
2021
Q2 		$6.77M Hold
135,487
– – 1.89% 13
2021
Q1 		$2.67M Hold
135,487
– – 0.88% 22
2020
Q4 		$2.4M Buy
135,487
+49,172
+57% +$746K 0.8% 22
2020
Q3 		$1.19M Buy
86,315
+25
+0% +$399 0.51% 46
2020
Q2 		$1.54M Buy
86,290
+37,226
+76% +$799K 0.7% 27
2020
Q1 		$1.36M Sell
49,064
-4,011
-8% -$115K 0.76% 26
2019
Q4 		$1.65M Buy
+53,075
New +$1.71M 0.75% 24

Other funds holding STFC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VI
Versor Investments New York $47.5M AUM 100.43% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Regent Peak Wealth Advisors's STFC Position: Q4 2021 in Review

Regent Peak Wealth Advisors sold out of State Auto Financial Corp (STFC) in Q4 2021, closing a stake of 135,487 shares — an estimated $6.9M sold.

Regent Peak Wealth Advisors first reported a position in STFC in Q4 2019 and held it in 8 quarters. The position peaked at $6.9M in Q3 2021. 131 funds tracked by Wall St. Rank hold STFC as of Q4 2021.

  • Regent Peak Wealth Advisors reported no remaining State Auto Financial Corp position as of Q4 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 135,487 State Auto Financial Corp shares in Q4 2021, an estimated $6.9M.
  • Regent Peak Wealth Advisors first reported a position in State Auto Financial Corp in Q4 2019 and held it in 8 quarters.
  • Regent Peak Wealth Advisors's State Auto Financial Corp position peaked at $6.9M in Q3 2021.
  • 131 funds tracked by Wall St. Rank held State Auto Financial Corp as of Q4 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.