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
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
ABC
Amerisourcebergen Corp

Healthcare
Q1 2021 Filed on Apr 28, 2021
326
$96.5 - $119.06 $31.5K - $38.8K
VICI
Vici Properties Inc.

Real Estate
Q1 2021 Filed on Apr 28, 2021
51
$24.65 - $29.22 $1.26K - $1.49K
SWCH
Switch, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
31
$13.72 - $19.15 $425 - $594
USB
Us Bancorp \De\

Financial Services
Q1 2021 Filed on Apr 28, 2021
2,460
$42.75 - $56.27 $105K - $138K
FRC
First Republic Bank

Financial Services
Q1 2021 Filed on Apr 28, 2021
286
$144.99 - $178.23 $41.5K - $51K
BSX
Boston Scientific Corp

Healthcare
Q1 2021 Filed on Apr 28, 2021
567
$35.27 - $39.67 $20K - $22.5K
TRI
Thomson Reuters Corp

Industrials
Q1 2021 Filed on Apr 28, 2021
764
$78.54 - $89.14 $60K - $68.1K
ABB
Abb LTD

Industrials
Q1 2021 Filed on Apr 28, 2021
26
$28.27 - $31.59 $735 - $821
BGNE
Bei Gene, Ltd.

Healthcare
Q1 2021 Filed on Apr 28, 2021
3
$260.64 - $382.12 $782 - $1.15K
AEIS
Advanced Energy Industries Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
75
$96.33 - $124.05 $7.22K - $9.3K
LKQ
Lkq Corp

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
113
$34.72 - $43.76 $3.92K - $4.94K
WSM
Williams Sonoma Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
18
$102.95 - $184.0 $1.85K - $3.31K
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q1 2021 Filed on Apr 28, 2021
89
$26.39 - $66.0 $2.35K - $5.87K
Seagate Technology PLC Shs
Q1 2021 Filed on Apr 28, 2021
148
N/A
TTWO
Take Two Interactive Software Inc

Communication Services
Q1 2021 Filed on Apr 28, 2021
87
$161.62 - $213.34 $14.1K - $18.6K
FLT
Fleetcor Technologies Inc

Technology
Q1 2021 Filed on Apr 28, 2021
151
$242.75 - $290.19 $36.7K - $43.8K
AKAM
Akamai Technologies Inc

Technology
Q1 2021 Filed on Apr 28, 2021
210
$93.41 - $120.44 $19.6K - $25.3K
DXCM
Dexcom Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
3
$84.79 - $104.74 $254 - $314
HCA
Hca Healthcare, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
147
$157.02 - $191.82 $23.1K - $28.2K
FXL
First Tr Exchange Traded Fd Fi

ETFs
Q1 2021 Filed on Apr 28, 2021
217
$105.48 - $124.89 $22.9K - $27.1K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
212
$14.77 - $20.19 $3.13K - $4.28K
ODFL
Old Dominion Freight Line, Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
330
$190.69 - $240.61 $62.9K - $79.4K
YUM
Yum Brands Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
126
$101.49 - $111.02 $12.8K - $14K
TDY
Teledyne Technologies Inc

Technology
Q1 2021 Filed on Apr 28, 2021
71
$356.17 - $413.65 $25.3K - $29.4K
GPS
Gap Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
706
$19.22 - $32.25 $13.6K - $22.8K
RDS-A
Shell PLC

Energy
Q1 2021 Filed on Apr 28, 2021
631
$34.63 - $43.02 $21.9K - $27.1K
CRH
Crh Public LTD CO

Basic Materials
Q1 2021 Filed on Apr 28, 2021
119
$41.14 - $48.67 $4.9K - $5.79K
TM
Toyota Motor Corp

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
48
$140.41 - $161.56 $6.74K - $7.75K
SMG
Scotts Miracle Gro CO

Basic Materials
Q1 2021 Filed on Apr 28, 2021
10
$198.2 - $245.41 $1.98K - $2.45K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
7
$61.57 - $74.12 $431 - $519
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q1 2021 Filed on Apr 28, 2021
3,357
$49.43 - $49.87 $166K - $167K
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
196
$48.09 - $66.2 $9.43K - $13K
VMC
Vulcan Materials CO

Basic Materials
Q1 2021 Filed on Apr 28, 2021
70
$146.03 - $174.15 $10.2K - $12.2K
WTW
Willis Towers Watson PLC

Financial Services
Q1 2021 Filed on Apr 28, 2021
206
$199.23 - $234.6 $41K - $48.3K
ROL
Rollins Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
150
$31.9 - $41.51 $4.79K - $6.23K
GPN
Global Payments Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
473
$176.52 - $215.55 $83.5K - $102K
COHR
Ii Vi Inc

Technology
Q1 2021 Filed on Apr 28, 2021
3
$148.21 - $260.72 $445 - $782
CUBE
Cube Smart

Real Estate
Q1 2021 Filed on Apr 28, 2021
22
$31.87 - $38.56 $701 - $848
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
Q1 2021 Filed on Apr 28, 2021
28
$157.99 - $173.06 $4.42K - $4.85K
PARA
Paramount Global

Communication Services
Q1 2021 Filed on Apr 28, 2021
4,168
$36.6 - $100.34 $153K - $418K
AUY
Yamana Gold Inc.

Basic Materials
Q1 2021 Filed on Apr 28, 2021
401
$4.01 - $6.09 $1.61K - $2.44K
Cerner Corp Com
Q1 2021 Filed on Apr 28, 2021
628
N/A
ISCG
Ishares Morningstar Small Cap

ETFs
Q1 2021 Filed on Apr 28, 2021
66
$48.34 - $58.15 $3.19K - $3.84K
BEN
Franklin Resources Inc

Financial Services
Q1 2021 Filed on Apr 28, 2021
1,240
$24.28 - $30.26 $30.1K - $37.5K
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