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Regent Peak Wealth Advisors’s Westwood Holdings Group WHG Stock Holding History

Regent Peak Wealth Advisors’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-28
Closed – – 1001
2020
Q4 		$0 Buy
+28
New +$337 ﹤0.01% 1137

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GI
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DRZID
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State Street
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Wellington Management Group
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Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Westwood Holdings Group (WHG) in Q1 2021, closing a stake of 28 shares.

Regent Peak Wealth Advisors first reported a position in WHG in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 55 funds tracked by Wall St. Rank hold WHG as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Westwood Holdings Group position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 28 Westwood Holdings Group shares in Q1 2021.
  • Regent Peak Wealth Advisors first reported a position in Westwood Holdings Group in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Westwood Holdings Group position peaked at $0 in Q4 2020.
  • 55 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2021.

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