Regent Peak Wealth Advisors LLC Closed Holding Positions

Regent Peak Wealth Advisors LLC

  • $441 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TIP
Ishares Tr Tips Bd ETF

ETFs
Q2 2022 Filed on Aug 11, 2022
1,758
$113.44 - $123.09 $199K - $216K
MMM
3 M CO

Industrials
Q2 2022 Filed on Aug 11, 2022
2,039
$129.41 - $154.23 $264K - $314K
FDN
First Tr Fd Dow Jones

ETFs
Q2 2022 Filed on Aug 11, 2022
1,135
$122.23 - $195.51 $139K - $222K
DXC
Dxc Technology CO

Technology
Q2 2022 Filed on Aug 11, 2022
6,133
$27.55 - $35.69 $169K - $219K
SNCR
Synchronoss Technologies Inc

Technology
Q2 2022 Filed on Aug 11, 2022
28,317
$1.11 - $1.88 $31.4K - $53.2K
SCHO
Schwab Short Term Us Treasury

ETFs
Q2 2022 Filed on Aug 11, 2022
4,862
$48.73 - $49.59 $237K - $241K
CMA
Comerica Inc

Financial Services
Q2 2022 Filed on Aug 11, 2022
2,340
$72.8 - $90.06 $170K - $211K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
Q2 2022 Filed on Aug 11, 2022
8,249
$45.73 - $49.5 $377K - $408K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
Q1 2022 Filed on May 03, 2022
7,612
$24.8 - $27.06 $189K - $206K
EW
Edwards Lifesciences Corp

Healthcare
Q1 2022 Filed on May 03, 2022
1,670
$101.96 - $128.34 $170K - $214K
CHTR
Charter Communications, Inc.

Communication Services
Q1 2022 Filed on May 03, 2022
406
$545.52 - $647.58 $221K - $263K
SNOW
Snowflake Inc.

Technology
Q1 2022 Filed on May 03, 2022
631
$166.75 - $332.01 $105K - $209K
IXUS
Ishares Tr

ETFs
Q1 2022 Filed on May 03, 2022
2,933
$61.54 - $72.2 $180K - $212K
State Auto Finl Corp Com
Q4 2021 Filed on Feb 11, 2022
135,487
N/A
MRNA
Moderna, Inc.

Healthcare
Q4 2021 Filed on Feb 11, 2022
1,387
$225.82 - $368.51 $313K - $511K
SQ
Block, Inc.

Technology
Q4 2021 Filed on Feb 11, 2022
1,004
$158.3 - $265.08 $159K - $266K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q4 2021 Filed on Feb 11, 2022
12,612
$29.5 - $29.98 $372K - $378K
C
Citigroup Inc

Financial Services
Q4 2021 Filed on Feb 11, 2022
3,285
$58.28 - $72.53 $191K - $238K
GLD
Spdr Gold Trust

ETFs
Q4 2021 Filed on Feb 11, 2022
5,263
$163.92 - $174.5 $863K - $918K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q3 2021 Filed on Nov 08, 2021
4,737
$45.58 - $51.78 $216K - $245K
DOCU
Docusign, Inc.

Technology
Q3 2021 Filed on Nov 08, 2021
758
$256.89 - $310.05 $195K - $235K
TROW
Price T Rowe Group Inc

Financial Services
Q3 2021 Filed on Nov 08, 2021
998
$196.7 - $223.87 $196K - $223K
XLF
Financial Sector Spdr

ETFs
Q2 2021 Filed on Aug 16, 2021
7,706
$34.47 - $38.47 $266K - $296K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q2 2021 Filed on Aug 16, 2021
7,480
$26.88 - $27.95 $201K - $209K
Ishares Comex Gold Trust
Q2 2021 Filed on Aug 16, 2021
461,804
N/A
KMB
Kimberly Clark Corp

Consumer Defensive
Q2 2021 Filed on Aug 16, 2021
1,832
$128.69 - $142.39 $236K - $261K
General Electric CO Com
Q2 2021 Filed on Aug 16, 2021
23,572
N/A
TFSL
Tfs Financial Corp

Financial Services
Q1 2021 Filed on Apr 28, 2021
43
$17.45 - $21.45 $750 - $922
CE
Celanese Corp

Basic Materials
Q1 2021 Filed on Apr 28, 2021
152
$119.37 - $152.69 $18.1K - $23.2K
IVZ
Invesco Ltd.

Financial Services
Q1 2021 Filed on Apr 28, 2021
3,204
$16.95 - $26.0 $54.3K - $83.3K
Cyrusone Inc Com
Q1 2021 Filed on Apr 28, 2021
471
N/A
WST
West Pharmaceutical Services Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
110
$257.29 - $307.53 $28.3K - $33.8K
PTC
Ptc Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
34
$118.18 - $146.73 $4.02K - $4.99K
L Brands Inc Com
Q1 2021 Filed on Apr 28, 2021
15
N/A
NFG
National Fuel Gas CO

Energy
Q1 2021 Filed on Apr 28, 2021
400
$40.26 - $50.8 $16.1K - $20.3K
OMI
Owens & Minor Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
94
$25.33 - $38.48 $2.38K - $3.62K
HEI
Heico Corp

Industrials
Q1 2021 Filed on Apr 28, 2021
125
$116.13 - $138.78 $14.5K - $17.3K
NBIX
Neurocrine Biosciences Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
29
$87.57 - $119.4 $2.54K - $3.46K
J
Jacobs Engineering Group Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
848
$100.96 - $129.27 $85.6K - $110K
GGG
Graco Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
34
$65.61 - $76.69 $2.23K - $2.61K
FWRD
Forward Air Corp

Industrials
Q1 2021 Filed on Apr 28, 2021
6
$71.69 - $93.03 $430 - $558
CHD
Church & Dwight CO Inc

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
432
$77.92 - $88.58 $33.7K - $38.3K
Columbia Ppty Tr Inc Com New
Q1 2021 Filed on Apr 28, 2021
32
N/A
IWO
Ishares Russell 2000 Gwt ETF

ETFs
Q1 2021 Filed on Apr 28, 2021
27
$282.5 - $336.63 $7.63K - $9.09K
HE
Hawaiian Electric Industries Inc

Utilities
Q1 2021 Filed on Apr 28, 2021
12
$33.06 - $44.69 $397 - $536
New Oriental Ed & Technology G Spon Adr
Q1 2021 Filed on Apr 28, 2021
7
N/A
PRK
Park National Corp

Financial Services
Q1 2021 Filed on Apr 28, 2021
355
$104.86 - $140.72 $37.2K - $50K
ANSS
Ansys Inc

Technology
Q1 2021 Filed on Apr 28, 2021
191
$293.55 - $403.6 $56.1K - $77.1K
M
Macy'S, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
62
$11.22 - $20.76 $696 - $1.29K
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