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
WBK
Westpac Banking Corporation

Financial Services
Q1 2021 Filed on Apr 28, 2021
256
N/A
HWM
Howmet Aerospace Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
185
$23.6 - $32.16 $4.37K - $5.95K
BK
Bank Of New York Mellon Corp

Financial Services
Q1 2021 Filed on Apr 28, 2021
612
$39.82 - $47.86 $24.4K - $29.3K
PK
Park Hotels & Resorts Inc.

Real Estate
Q1 2021 Filed on Apr 28, 2021
40
$16.5 - $24.6 $660 - $984
Cit Group Inc Com New
Q1 2021 Filed on Apr 28, 2021
17
N/A
GLW
Corning Inc

Technology
Q1 2021 Filed on Apr 28, 2021
2,822
$34.92 - $43.6 $98.5K - $123K
SNA
Snap On Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
31
$166.72 - $232.04 $5.17K - $7.19K
PHM
Pultegroup Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
84
$40.85 - $52.75 $3.43K - $4.43K
NWL
Newell Brands Inc.

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
205
$21.71 - $26.78 $4.45K - $5.49K
HYLB
Xtrackers Usd High Yield Corp

ETFs
Q1 2021 Filed on Apr 28, 2021
207
$39.38 - $40.31 $8.15K - $8.34K
CVNA
Carvana Co.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
13
$236.27 - $314.84 $3.07K - $4.09K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
26
$86.14 - $105.29 $2.24K - $2.74K
FE
Firstenergy Corp

Utilities
Q1 2021 Filed on Apr 28, 2021
1,084
$29.51 - $35.56 $32K - $38.5K
TT
Trane Technologies PLC

Industrials
Q1 2021 Filed on Apr 28, 2021
73
$138.83 - $168.09 $10.1K - $12.3K
TEL
Te Connectivity Ltd.

Technology
Q1 2021 Filed on Apr 28, 2021
138
$119.85 - $134.79 $16.5K - $18.6K
OKTA
Okta, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
221
$208.51 - $291.78 $46.1K - $64.5K
TAP
Molson Coors Beverage CO

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
132
$44.01 - $54.99 $5.81K - $7.26K
AYX
Alteryx, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
20
$79.46 - $138.66 $1.59K - $2.77K
ARD
Ardagh Group S.A.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
47
N/A
MRO
Marathon Oil Corp

Energy
Q1 2021 Filed on Apr 28, 2021
1,950
$6.83 - $12.98 $13.3K - $25.3K
Athene Holding LTD Cl A
Q1 2021 Filed on Apr 28, 2021
11
N/A
SJM
J M Smucker CO

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
67
$111.23 - $131.05 $7.45K - $8.78K
NHI
National Health Investors Inc

Real Estate
Q1 2021 Filed on Apr 28, 2021
8
$64.76 - $77.83 $518 - $623
VC
Visteon Corp

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
6
$117.38 - $145.14 $704 - $871
IBOC
International Bancshares Corp

Financial Services
Q1 2021 Filed on Apr 28, 2021
11
$36.85 - $51.6 $405 - $568
American National Group Inc Com New
Q1 2021 Filed on Apr 28, 2021
26
N/A
ZTO
Zto Express (Cayman) Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
20
$27.43 - $38.48 $549 - $770
GL
Globe Life Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
85
$90.2 - $101.39 $7.67K - $8.62K
SNX
Td Synnex Corp

Technology
Q1 2021 Filed on Apr 28, 2021
12
$80.4 - $116.7 $965 - $1.4K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
38
$55.98 - $64.35 $2.13K - $2.45K
EMR
Emerson Electric CO

Industrials
Q1 2021 Filed on Apr 28, 2021
1,396
$78.01 - $92.2 $109K - $129K
TYL
Tyler Technologies Inc

Technology
Q1 2021 Filed on Apr 28, 2021
7
$379.56 - $477.05 $2.66K - $3.34K
NDSN
Nordson Corp

Industrials
Q1 2021 Filed on Apr 28, 2021
11
$178.99 - $207.34 $1.97K - $2.28K
STLD
Steel Dynamics Inc

Basic Materials
Q1 2021 Filed on Apr 28, 2021
41
$34.27 - $51.28 $1.41K - $2.1K
NLY
Annaly Capital Management Inc

Real Estate
Q1 2021 Filed on Apr 28, 2021
2,248
$8.12 - $8.97 $18.3K - $20.2K
GDS
Gds Holdings LTD

Technology
Q1 2021 Filed on Apr 28, 2021
14
$78.86 - $115.71 $1.1K - $1.62K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
344
$73.38 - $85.8 $25.2K - $29.5K
VST
Vistra Corp.

Utilities
Q1 2021 Filed on Apr 28, 2021
125
$16.43 - $23.83 $2.05K - $2.98K
BOTZ
Global X Fds

ETFs
Q1 2021 Filed on Apr 28, 2021
120
$31.53 - $36.46 $3.78K - $4.38K
BLUE
Bluebird Bio, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
35
$16.59 - $33.89 $581 - $1.19K
CTSH
Cognizant Technology Solutions Corp

Technology
Q1 2021 Filed on Apr 28, 2021
330
$72.4 - $81.95 $23.9K - $27K
NWBI
Northwest Bancshares, Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
49
$12.66 - $15.39 $620 - $754
LEG
Leggett & Platt Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
64
$41.0 - $49.32 $2.62K - $3.16K
Stamps Com Inc Com New
Q1 2021 Filed on Apr 28, 2021
5
N/A
MAT
Mattel Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
12
$17.25 - $21.74 $207 - $261
SBNY
Signature Bank Corp

Financial Services
Q1 2021 Filed on Apr 28, 2021
5
$135.43 - $245.95 $677 - $1.23K
SAFT
Safety Insurance Group Inc

Financial Services
Q1 2021 Filed on Apr 28, 2021
5
$73.2 - $86.93 $366 - $435
NVR
Nvr Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
6
$3930.0 - $4776.41 $23.6K - $28.7K
ALK
Alaska Air Group, Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
168
$48.83 - $73.2 $8.2K - $12.3K
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