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
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
SEE
Sealed Air Corp

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
54
$41.9 - $47.36 $2.26K - $2.56K
HUBB
Hubbell Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
66
$155.6 - $190.01 $10.3K - $12.5K
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
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
52
$279.76 - $347.5 $14.5K - $18.1K
PFG
Principal Financial Group Inc

Financial Services
Q1 2021 Filed on Apr 28, 2021
393
$48.31 - $61.55 $19K - $24.2K
UFCS
United Fire Group Inc

Financial Services
Q1 2021 Filed on Apr 28, 2021
17
$24.87 - $36.07 $423 - $613
FHB
First Hawaiian, Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
30
$23.25 - $30.25 $698 - $908
EQR
Equity Residential

Real Estate
Q1 2021 Filed on Apr 28, 2021
87
$57.05 - $75.06 $4.96K - $6.53K
SEIC
Sei Investments CO

Financial Services
Q1 2021 Filed on Apr 28, 2021
26
$52.85 - $61.81 $1.37K - $1.61K
SLV
I Shares Silver Trust

ETFs
Q1 2021 Filed on Apr 28, 2021
859
$22.26 - $26.76 $19.1K - $23K
THG
Hanover Insurance Group, Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
7
$112.47 - $133.12 $787 - $932
Peoples United Financial Inc Com
Q1 2021 Filed on Apr 28, 2021
429
N/A
HRL
Hormel Foods Corp

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
1,078
$43.97 - $50.5 $47.4K - $54.4K
AMG
Affiliated Managers Group, Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
33
$99.11 - $152.06 $3.27K - $5.02K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
10
$44.03 - $58.2 $440 - $582
GIL
Gildan Activewear Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
47
$24.92 - $31.86 $1.17K - $1.5K
DRE
Duke Realty Corp

Real Estate
Q1 2021 Filed on Apr 28, 2021
139
$38.1 - $42.84 $5.3K - $5.95K
FTV
Fortive Corp

Technology
Q1 2021 Filed on Apr 28, 2021
501
$65.82 - $72.58 $33K - $36.4K
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
71
$147.93 - $187.32 $10.5K - $13.3K
HES
Hess Corp

Energy
Q1 2021 Filed on Apr 28, 2021
184
$52.8 - $75.04 $9.72K - $13.8K
WAT
Waters Corp

Healthcare
Q1 2021 Filed on Apr 28, 2021
14
$250.15 - $291.31 $3.5K - $4.08K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
50
$26.51 - $43.43 $1.33K - $2.17K
NTNX
Nutanix, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
141
$25.65 - $35.07 $3.62K - $4.94K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q1 2021 Filed on Apr 28, 2021
710
$42.79 - $52.29 $30.4K - $37.1K
TTD
Trade Desk, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
65
$61.26 - $90.33 $3.98K - $5.87K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
Q1 2021 Filed on Apr 28, 2021
85
$30.41 - $40.5 $2.58K - $3.44K
EVBG
Everbridge, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
10
$117.56 - $166.82 $1.18K - $1.67K
OSK
Oshkosh Corp

Industrials
Q1 2021 Filed on Apr 28, 2021
6
$85.07 - $120.3 $510 - $722
SNY
Sanofi

Healthcare
Q1 2021 Filed on Apr 28, 2021
963
$45.46 - $50.51 $43.8K - $48.6K
SLF
Sun Life Financial Inc

Financial Services
Q1 2021 Filed on Apr 28, 2021
64
$44.19 - $51.73 $2.83K - $3.31K
MD
Mednax, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
21
$20.82 - $28.6 $437 - $601
EL
Estee Lauder Companies Inc

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
388
$235.85 - $295.74 $91.5K - $115K
POOL
Pool Corp

Industrials
Q1 2021 Filed on Apr 28, 2021
8
$314.43 - $390.99 $2.52K - $3.13K
CLX
Clorox CO

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
340
$178.17 - $222.18 $60.6K - $75.5K
STT
State Street Corp

Financial Services
Q1 2021 Filed on Apr 28, 2021
1,437
$70.0 - $86.31 $101K - $124K
OXY
Occidental Petroleum Corp

Energy
Q1 2021 Filed on Apr 28, 2021
858
$17.45 - $31.23 $15K - $26.8K
VBIV
Vbi Vaccines Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
1,120
$2.91 - $4.32 $3.26K - $4.84K
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