Regent Peak Wealth Advisors LLC Purchases and Sells in Q1 2025

Regent Peak Wealth Advisors LLC

  • $428 Million
  • Q1 2025

Top Buys

Incresed Positions

43 operations
Stock Shares change Price Range Shares Held Trade History
38.3K
+ 9.56%
$69.57 - $78.65 $2.66M - $3.01M
438K $33.5M
4.49K
+ 40.56%
$551.42 - $612.93 $2.48M - $2.75M
15.6K $8.71M
20.1K
+ 7.16%
$71.17 - $73.66 $1.43M - $1.48M
300K $22M
32.7K
+ 25.58%
$50.48 - $51.04 $1.65M - $1.67M
160K $8.12M
31
+ 0.3%
$442.66 - $534.52 $13.7K - $16.6K
10.2K $5.37M
6.88K
+ 2.06%
$60.46 - $64.42 $416K - $443K
341K $20.9M
View all

New Holdings

13 operations
Stock Shares change Price Range Shares Held Trade History
87.3K
New
$43.6 - $69.06 $3.81M - $6.03M
87.3K $3.81M
50.7K
New
$34.03 - $39.27 $1.72M - $1.99M
50.7K $1.74M
3.01K
New
$88.13 - $96.94 $265K - $292K
3.01K $289K
5.16K
New
N/A
5.16K $276K
5.03K
New
$49.42 - $50.43 $249K - $254K
5.03K $251K
917
New
$209.32 - $253.66 $192K - $233K
917 $212K
View all

Top Sells

Reduced Positions

108 operations
Stock Shares change Price Range Shares Held Trade History
-5
- 0.01%
$222.15 - $428.22 $1.11K - $2.14K
36.3K $9.41M
-7.4K
- 13.68%
$369.1 - $427.61 $2.73M - $3.17M
46.7K $17.3M
-391
- 0.35%
$209.68 - $247.1 $82K - $96.6K
111K $24.8M
-2.27K
- 4.54%
$300.91 - $398.25 $684K - $905K
47.7K $14.9M
-49.5K
- 35.41%
$65.62 - $78.25 $3.25M - $3.87M
90.2K $7.06M
-174
- 0.21%
$106.98 - $149.43 $18.6K - $26K
81.7K $8.85M
View all
Activity Summary
Buys All Purchases 56 New Holdings 13 Increased Positions 43 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Regent Peak Wealth Advisors LLC Portfolio

Follow Regent Peak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regent Peak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regent Peak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email