$155 Million is the total value of Regal Wealth Group, Inc.'s 204 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 150.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CRZO | Exit | CARRIZO OIL & GAS INC | $0 | – | -22 | -100.0% | 0.00% | – |
VSM | Exit | VERSUM MATLS INC | $0 | – | -174 | -100.0% | -0.01% | – |
AABA | Exit | ALTABA INC | $0 | – | -500 | -100.0% | -0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-22
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 32 | Q3 2023 | 18.3% |
ISHARES TR | 32 | Q3 2023 | 18.1% |
ISHARES TR | 32 | Q3 2023 | 9.8% |
ISHARES TR | 32 | Q3 2023 | 11.1% |
ISHARES TR | 32 | Q3 2023 | 13.7% |
ISHARES TR | 32 | Q3 2023 | 11.2% |
ISHARES TR | 32 | Q3 2023 | 13.0% |
ISHARES TR | 32 | Q3 2023 | 7.2% |
BOEING CO | 32 | Q3 2023 | 10.1% |
ROCKWELL AUTOMATION INC | 32 | Q3 2023 | 5.6% |
View Regal Wealth Group, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-23 |
13F-HR | 2023-10-11 |
13F-HR | 2023-07-11 |
13F-HR | 2023-04-24 |
13F-HR | 2023-01-30 |
13F-HR | 2022-11-09 |
13F-HR | 2022-07-25 |
13F-HR | 2022-04-15 |
13F-HR | 2022-01-20 |
13F-HR | 2021-10-14 |
View Regal Wealth Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.