Regent Peak Wealth Advisors LLC Closed Holding Positions

Regent Peak Wealth Advisors LLC

  • $449 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PEB
Pebblebrook Hotel Trust

Real Estate
Q1 2021 Filed on Apr 28, 2021
29
$18.3 - $26.11 $531 - $757
ATO
Atmos Energy Corp

Utilities
Q1 2021 Filed on Apr 28, 2021
1,048
$84.61 - $98.89 $88.7K - $104K
UGI
Ugi Corp

Utilities
Q1 2021 Filed on Apr 28, 2021
16
$34.79 - $41.84 $557 - $669
AGO
Assured Guaranty LTD

Financial Services
Q1 2021 Filed on Apr 28, 2021
18
$30.73 - $45.32 $553 - $816
AOS
Smith A O Corp

Industrials
Q1 2021 Filed on Apr 28, 2021
46
$53.19 - $69.49 $2.45K - $3.2K
STE
Steris PLC

Healthcare
Q1 2021 Filed on Apr 28, 2021
19
$171.2 - $202.81 $3.25K - $3.85K
AON
Aon PLC

Financial Services
Q1 2021 Filed on Apr 28, 2021
410
$202.13 - $233.7 $82.9K - $95.8K
IQV
Iqvia Holdings Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
81
$173.0 - $194.59 $14K - $15.8K
TREX
Trex CO Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
28
$82.34 - $106.28 $2.31K - $2.98K
FTNT
Fortinet, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
116
$27.62 - $38.41 $3.2K - $4.46K
TFX
Teleflex Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
59
$372.25 - $429.44 $22K - $25.3K
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
8
$23.21 - $59.41 $186 - $475
CGNX
Cognex Corp

Technology
Q1 2021 Filed on Apr 28, 2021
66
$75.19 - $93.99 $4.96K - $6.2K
EXC
Exelon Corp

Utilities
Q1 2021 Filed on Apr 28, 2021
1,682
$27.53 - $31.21 $46.3K - $52.5K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q1 2021 Filed on Apr 28, 2021
1,852
$82.19 - $83.24 $152K - $154K
WY
Weyerhaeuser CO

Real Estate
Q1 2021 Filed on Apr 28, 2021
1,573
$31.19 - $36.15 $49.1K - $56.9K
PAGS
Pag Seguro Digital Ltd.

Technology
Q1 2021 Filed on Apr 28, 2021
25
$44.3 - $61.92 $1.11K - $1.55K
COLD
Americold Realty Trust

Real Estate
Q1 2021 Filed on Apr 28, 2021
4
$33.9 - $39.12 $136 - $156
UTHR
United Therapeutics Corp

Healthcare
Q1 2021 Filed on Apr 28, 2021
5
$153.94 - $174.85 $770 - $874
PTEN
Patterson Uti Energy Inc

Energy
Q1 2021 Filed on Apr 28, 2021
116
$5.42 - $9.65 $629 - $1.12K
CNC
Centene Corp

Healthcare
Q1 2021 Filed on Apr 28, 2021
368
$57.97 - $69.75 $21.3K - $25.7K
LECO
Lincoln Electric Holdings Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
6
$113.21 - $126.64 $679 - $760
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q1 2021 Filed on Apr 28, 2021
5
$40.55 - $41.58 $203 - $208
HAE
Haemonetics Corp

Healthcare
Q1 2021 Filed on Apr 28, 2021
23
$111.01 - $139.48 $2.55K - $3.21K
WBS
Webster Financial Corp

Financial Services
Q1 2021 Filed on Apr 28, 2021
13
$41.93 - $62.37 $545 - $811
HRB
H&R Block Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
37
$15.66 - $21.8 $579 - $807
VRSK
Verisk Analytics, Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
164
$161.65 - $202.88 $26.5K - $33.3K
Micro Focus Intl PLC Spon Adr New
Q1 2021 Filed on Apr 28, 2021
114
N/A
FICO
Fair Isaac Corp

Technology
Q1 2021 Filed on Apr 28, 2021
47
$429.86 - $511.56 $20.2K - $24K
JBGS
Jbg Smith Properties

Real Estate
Q1 2021 Filed on Apr 28, 2021
27
$29.86 - $33.69 $806 - $910
STWD
Starwood Property Trust, Inc.

Real Estate
Q1 2021 Filed on Apr 28, 2021
33
$18.34 - $25.28 $605 - $834
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
58
$28.67 - $52.59 $1.66K - $3.05K
ATUS
Altice Usa, Inc.

Communication Services
Q1 2021 Filed on Apr 28, 2021
109
$32.42 - $37.83 $3.53K - $4.12K
BAX
Baxter International Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
1,347
$76.38 - $86.03 $103K - $116K
JHG
Janus Henderson Group PLC

Financial Services
Q1 2021 Filed on Apr 28, 2021
19
$28.42 - $35.15 $540 - $668
BP
Bp PLC

Energy
Q1 2021 Filed on Apr 28, 2021
315
$20.75 - $26.96 $6.54K - $8.49K
XEL
Xcel Energy Inc

Utilities
Q1 2021 Filed on Apr 28, 2021
2,034
$58.03 - $67.0 $118K - $136K
USB
Us Bancorp \De\

Financial Services
Q1 2021 Filed on Apr 28, 2021
2,460
$42.75 - $56.27 $105K - $138K
COO
Cooper Companies, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
19
$357.26 - $392.57 $6.79K - $7.46K
IBN
Icici Bank LTD

Financial Services
Q1 2021 Filed on Apr 28, 2021
251
$14.32 - $18.12 $3.59K - $4.55K
ROKU
Roku, Inc

Communication Services
Q1 2021 Filed on Apr 28, 2021
28
$300.79 - $469.7 $8.42K - $13.2K
XLP
Consumer Staples Sector Spdr

ETFs
Q1 2021 Filed on Apr 28, 2021
672
N/A
WHR
Whirlpool Corp

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
50
$176.9 - $223.09 $8.85K - $11.2K
LH
Laboratory Corp Of America Holdings

Healthcare
Q1 2021 Filed on Apr 28, 2021
39
$204.88 - $255.03 $7.99K - $9.95K
RF
Regions Financial Corp

Financial Services
Q1 2021 Filed on Apr 28, 2021
286
$15.95 - $22.21 $4.56K - $6.35K
MDB
Mongo Db, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
12
$258.5 - $422.85 $3.1K - $5.07K
KEY
Keycorp

Financial Services
Q1 2021 Filed on Apr 28, 2021
345
$16.29 - $21.54 $5.62K - $7.43K
BR
Broadridge Financial Solutions, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
203
$139.17 - $157.31 $28.3K - $31.9K
BDX
Becton Dickinson & CO

Healthcare
Q1 2021 Filed on Apr 28, 2021
328
$232.09 - $256.88 $76.1K - $84.3K
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