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Regent Peak Wealth Advisors’s Sun Communities SUI Stock Holding History

Regent Peak Wealth Advisors’s Portfolio SUI Stock Details SUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6
Closed -$1K – 870
2020
Q4 		$1K Buy
+6
New +$868 ﹤0.01% 991

Other funds holding SUI

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Sun Communities (SUI) in Q1 2021, closing a stake of 6 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in SUI in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 459 funds tracked by Wall St. Rank hold SUI as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Sun Communities position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 6 Sun Communities shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Sun Communities in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Sun Communities position peaked at $1K in Q4 2020.
  • 459 funds tracked by Wall St. Rank held Sun Communities as of Q1 2021.

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