RPWA
Y

Regent Peak Wealth Advisors’s Alleghany Corp Y Stock Holding History

Regent Peak Wealth Advisors’s Portfolio Y Stock Details Y Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3
Closed -$2K – 1100
2020
Q4 		$2K Buy
+3
New +$1.75K ﹤0.01% 862

Other funds holding Y

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Alleghany Corp (Y) in Q1 2021, closing a stake of 3 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in Y in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 393 funds tracked by Wall St. Rank hold Y as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Alleghany Corp position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 3 Alleghany Corp shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in Alleghany Corp in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Alleghany Corp position peaked at $2K in Q4 2020.
  • 393 funds tracked by Wall St. Rank held Alleghany Corp as of Q1 2021.

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