Regent Peak Wealth Advisors LLC Closed Holding Positions

Regent Peak Wealth Advisors LLC

  • $428 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
LYB
Lyondell Basell Industries N.V.

Basic Materials
Q1 2021 Filed on Apr 28, 2021
134
$85.76 - $109.5 $11.5K - $14.7K
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
461
$32.91 - $38.69 $15.2K - $17.8K
PINS
Pinterest, Inc.

Communication Services
Q1 2021 Filed on Apr 28, 2021
102
$62.49 - $89.15 $6.37K - $9.09K
PD
Pager Duty, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
5
$34.08 - $56.58 $170 - $283
UAL
United Airlines Holdings, Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
372
$39.94 - $62.45 $14.9K - $23.2K
ALC
Alcon Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
215
$65.32 - $76.01 $14K - $16.3K
TW
Tradeweb Markets Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
6
$60.54 - $75.0 $363 - $450
WTFC
Wintrust Financial Corp

Financial Services
Q1 2021 Filed on Apr 28, 2021
16
$60.19 - $84.03 $963 - $1.34K
HBI
Hanesbrands Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
163
$14.4 - $20.88 $2.35K - $3.4K
LYFT
Lyft, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
9
$43.62 - $67.42 $393 - $607
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
Q1 2021 Filed on Apr 28, 2021
48
$64.65 - $80.34 $3.1K - $3.86K
VOX
Vanguard Communication Service

ETFs
Q1 2021 Filed on Apr 28, 2021
138
$117.72 - $135.22 $16.2K - $18.7K
MORN
Morningstar, Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
9
$216.45 - $252.61 $1.95K - $2.27K
BFA
Brown Forman Corp Cl A
Q1 2021 Filed on Apr 28, 2021
10
N/A
TAL
Tal Education Group

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
18
$52.09 - $90.15 $938 - $1.62K
GM
General Motors CO

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
565
$40.51 - $60.05 $22.9K - $33.9K
ED
Consolidated Edison Inc

Utilities
Q1 2021 Filed on Apr 28, 2021
216
$65.65 - $75.45 $14.2K - $16.3K
CTVA
Corteva, Inc.

Basic Materials
Q1 2021 Filed on Apr 28, 2021
486
$38.35 - $47.91 $18.6K - $23.3K
WU
Western Union CO

Financial Services
Q1 2021 Filed on Apr 28, 2021
249
$21.66 - $25.37 $5.39K - $6.32K
VSH
Vishay Intertechnology Inc

Technology
Q1 2021 Filed on Apr 28, 2021
26
$20.89 - $25.21 $543 - $655
AVTR
Avantor, Inc.

Basic Materials
Q1 2021 Filed on Apr 28, 2021
214
$26.83 - $30.69 $5.74K - $6.57K
FSLY
Fastly, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
15
$62.05 - $117.86 $931 - $1.77K
ILMN
Illumina, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
150
$361.28 - $504.76 $54.2K - $75.7K
UBER
Uber Technologies, Inc

Technology
Q1 2021 Filed on Apr 28, 2021
486
$48.11 - $63.18 $23.4K - $30.7K
FITB
Fifth Third Bancorp

Financial Services
Q1 2021 Filed on Apr 28, 2021
3,812
$27.23 - $39.09 $104K - $149K
WTS
Watts Water Technologies Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
90
$114.09 - $130.6 $10.3K - $11.8K
ES
Eversource Energy

Utilities
Q1 2021 Filed on Apr 28, 2021
353
$77.27 - $90.33 $27.3K - $31.9K
SONY
Sony Group Corp

Technology
Q1 2021 Filed on Apr 28, 2021
1,150
$95.71 - $116.71 $110K - $134K
UI
Ubiquiti Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
3
$243.13 - $389.88 $729 - $1.17K
ZI
Zoom Info Technologies Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
1,425
$42.43 - $58.08 $60.5K - $82.8K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
2
$56.02 - $80.58 $112 - $161
UGP
Ultrapar Holdings Inc

Energy
Q1 2021 Filed on Apr 28, 2021
134
$3.1 - $4.62 $415 - $619
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
Q1 2021 Filed on Apr 28, 2021
48
$69.33 - $93.17 $3.33K - $4.47K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
12
$1319.12 - $1550.49 $15.8K - $18.6K
RLJ
Rlj Lodging Trust

Real Estate
Q1 2021 Filed on Apr 28, 2021
68
$12.91 - $17.39 $878 - $1.18K
SYY
Sysco Corp

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
1,419
$71.51 - $83.4 $101K - $118K
EHC
Encompass Health Corp

Healthcare
Q1 2021 Filed on Apr 28, 2021
20
$62.07 - $69.61 $1.24K - $1.39K
Ciig Merger Corp Com Cl A
Q1 2021 Filed on Apr 28, 2021
82
N/A
ARNC
Arconic Corp

Industrials
Q1 2021 Filed on Apr 28, 2021
19
$21.92 - $31.05 $416 - $590
AZEK
Azek CO Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
4
$37.57 - $48.19 $150 - $193
RPRX
Royalty Pharma PLC

Healthcare
Q1 2021 Filed on Apr 28, 2021
69
$42.34 - $52.82 $2.92K - $3.64K
ACI
Albertsons Companies, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
74
$16.17 - $20.42 $1.2K - $1.51K
ERIC
Ericsson Lm Telephone CO

Technology
Q1 2021 Filed on Apr 28, 2021
135
$11.63 - $13.78 $1.57K - $1.86K
EIX
Edison International

Utilities
Q1 2021 Filed on Apr 28, 2021
314
$53.99 - $63.2 $17K - $19.8K
OSH
Oak Street Health, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
3
$48.96 - $64.99 $147 - $195
ETR
Entergy Corp

Utilities
Q1 2021 Filed on Apr 28, 2021
434
$86.81 - $99.47 $37.7K - $43.2K
JAMF
Jamf Holding Corp.

Technology
Q1 2021 Filed on Apr 28, 2021
4
$29.53 - $40.51 $118 - $162
PWR
Quanta Services, Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
64
$68.25 - $88.85 $4.37K - $5.69K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
15
$66.87 - $101.2 $1K - $1.52K
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