Regent Peak Wealth Advisors LLC Closed Holding Positions

Regent Peak Wealth Advisors LLC

$509 Million
Q3 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
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
KEX Kirby Corp Industrials	Q1 2021 Filed on Apr 28, 2021	12	$50.76 - $69.9 $609 - $839
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
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
FXL First Tr Exchange Traded Fd Fi ETFs	Q1 2021 Filed on Apr 28, 2021	217	$105.48 - $124.89 $22.9K - $27.1K
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
HUBB Hubbell Inc Industrials	Q1 2021 Filed on Apr 28, 2021	66	$155.6 - $190.01 $10.3K - $12.5K
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
AZN Astrazeneca PLC Healthcare	Q1 2021 Filed on Apr 28, 2021	2,564	$47.16 - $54.44 $121K - $140K
UL Unilever PLC Consumer Defensive	Q1 2021 Filed on Apr 28, 2021	144	$52.06 - $60.97 $7.5K - $8.78K
UAA Under Armour, Inc. Consumer Cyclical	Q1 2021 Filed on Apr 28, 2021	877	$17.35 - $24.2 $15.2K - $21.2K
HPE Hewlett Packard Enterprise CO Technology	Q1 2021 Filed on Apr 28, 2021	622	$11.57 - $16.05 $7.2K - $9.98K
IONS Ionis Pharmaceuticals Inc Healthcare	Q1 2021 Filed on Apr 28, 2021	58	$42.51 - $63.78 $2.47K - $3.7K
EBAY Ebay Inc Consumer Cyclical	Q1 2021 Filed on Apr 28, 2021	1,582	$51.5 - $63.84 $81.5K - $101K
XPO Xpo Logistics, Inc. Industrials	Q1 2021 Filed on Apr 28, 2021	3	$64.27 - $74.74 $193 - $224
ALNY Alnylam Pharmaceuticals, Inc. Healthcare	Q1 2021 Filed on Apr 28, 2021	31	$126.83 - $175.69 $3.93K - $5.45K
NKTR Nektar Therapeutics Healthcare	Q1 2021 Filed on Apr 28, 2021	16	$16.56 - $25.46 $265 - $407
ORI Old Republic International Corp Financial Services	Q1 2021 Filed on Apr 28, 2021	60	$17.98 - $22.43 $1.08K - $1.35K
PEG Public Service Enterprise Group Inc Utilities	Q1 2021 Filed on Apr 28, 2021	1,175	$53.83 - $60.21 $63.3K - $70.7K
SRE Sempra Energy Utilities	Q1 2021 Filed on Apr 28, 2021	202	$115.98 - $132.58 $23.4K - $26.8K
SIRI Sirius Xm Holdings Inc. Communication Services	Q1 2021 Filed on Apr 28, 2021	989	$5.79 - $6.87 $5.73K - $6.79K

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