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Turtle Creek Wealth Advisors’s Regency Centers REG Stock Holding History

Turtle Creek Wealth Advisors’s Portfolio REG Stock Details REG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-291
Closed -$19.5K – 677
2023
Q4 		$19.5K Buy
+291
New +$18K 0.01% 422

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Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Turtle Creek Wealth Advisors's REG Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Regency Centers (REG) in Q1 2024, closing a stake of 291 shares — an estimated $19.5K sold.

Turtle Creek Wealth Advisors first reported a position in REG in Q4 2023 and held it in 1 quarter. The position peaked at $19.5K in Q4 2023. 465 funds tracked by Wall St. Rank hold REG as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Regency Centers position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 291 Regency Centers shares in Q1 2024, an estimated $19.5K.
  • Turtle Creek Wealth Advisors first reported a position in Regency Centers in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Regency Centers position peaked at $19.5K in Q4 2023.
  • 465 funds tracked by Wall St. Rank held Regency Centers as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.