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Regent Peak Wealth Advisors’s United Fire Group UFCS Stock Holding History

Regent Peak Wealth Advisors’s Portfolio UFCS Stock Details UFCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-17
Closed – – 930
2020
Q4 		$0 Buy
+17
New +$388 ﹤0.01% 1129

Other funds holding UFCS

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of United Fire Group (UFCS) in Q1 2021, closing a stake of 17 shares.

Regent Peak Wealth Advisors first reported a position in UFCS in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 129 funds tracked by Wall St. Rank hold UFCS as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining United Fire Group position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 17 United Fire Group shares in Q1 2021.
  • Regent Peak Wealth Advisors first reported a position in United Fire Group in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's United Fire Group position peaked at $0 in Q4 2020.
  • 129 funds tracked by Wall St. Rank held United Fire Group as of Q1 2021.

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