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
MTCH
Match Group, Inc.

Communication Services
Q1 2021 Filed on Apr 28, 2021
139
$131.48 - $172.13 $18.3K - $23.9K
ES
Eversource Energy

Utilities
Q1 2021 Filed on Apr 28, 2021
353
$77.27 - $90.33 $27.3K - $31.9K
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
BLI
Berkeley Lights, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
3
$44.33 - $89.26 $133 - $268
Ncino Inc Com
Q1 2021 Filed on Apr 28, 2021
3
N/A
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
6
$21.86 - $25.95 $131 - $156
Iac Interactivecorp New Com
Q1 2021 Filed on Apr 28, 2021
30
N/A
ARNC
Arconic Corp

Industrials
Q1 2021 Filed on Apr 28, 2021
19
$21.92 - $31.05 $416 - $590
CARR
Carrier Global Corp

Industrials
Q1 2021 Filed on Apr 28, 2021
463
$35.52 - $42.36 $16.4K - $19.6K
TWLO
Twilio Inc

Communication Services
Q1 2021 Filed on Apr 28, 2021
123
$315.08 - $443.49 $38.8K - $54.5K
LEA
Lear Corp

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
8
$147.37 - $194.2 $1.18K - $1.55K
TIMB
Tim S.A.

Communication Services
Q1 2021 Filed on Apr 28, 2021
25
$11.07 - $13.7 $277 - $343
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q1 2021 Filed on Apr 28, 2021
4
$53.31 - $54.16 $213 - $217
BILL
Bill.Com Holdings, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
97
$113.49 - $192.0 $11K - $18.6K
LAD
Lithia Motors Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
8
$284.24 - $414.12 $2.27K - $3.31K
TDS
Telephone & Data Systems Inc

Communication Services
Q1 2021 Filed on Apr 28, 2021
42
$17.89 - $23.4 $751 - $983
LSI
Life Storage, Inc.

Real Estate
Q1 2021 Filed on Apr 28, 2021
7
$76.43 - $88.71 $535 - $621
HOLX
Hologic Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
100
$68.76 - $83.72 $6.88K - $8.37K
PPL
Ppl Corp

Utilities
Q1 2021 Filed on Apr 28, 2021
2,133
$26.19 - $29.69 $55.9K - $63.3K
SUI
Sun Communities Inc

Real Estate
Q1 2021 Filed on Apr 28, 2021
6
$139.0 - $155.6 $834 - $934
DEI
Douglas Emmett Inc

Real Estate
Q1 2021 Filed on Apr 28, 2021
38
$26.72 - $34.14 $1.02K - $1.3K
Apollo Global Mgmt Inc Com Cl A
Q1 2021 Filed on Apr 28, 2021
3
N/A
HII
Huntington Ingalls Industries, Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
597
$157.33 - $207.36 $93.9K - $124K
INCY
Incyte Corp

Healthcare
Q1 2021 Filed on Apr 28, 2021
166
$76.02 - $100.5 $12.6K - $16.7K
XRX
Xerox Holdings Corp

Technology
Q1 2021 Filed on Apr 28, 2021
251
$20.75 - $26.91 $5.21K - $6.75K
RDY
Dr Reddys Laboratories LTD

Healthcare
Q1 2021 Filed on Apr 28, 2021
55
$57.98 - $73.08 $3.19K - $4.02K
HT
Hersha Hospitality Trust

Real Estate
Q1 2021 Filed on Apr 28, 2021
59
$7.47 - $12.9 $441 - $761
KBR
Kbr, Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
366
$28.96 - $38.39 $10.6K - $14.1K
VRT
Vertiv Holdings CO

Industrials
Q1 2021 Filed on Apr 28, 2021
15
$18.07 - $21.7 $271 - $326
Ppd Inc Com
Q1 2021 Filed on Apr 28, 2021
50
N/A
SDGR
Schrodinger, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
75
$64.61 - $113.09 $4.85K - $8.48K
RGEN
Repligen Corp

Healthcare
Q1 2021 Filed on Apr 28, 2021
39
$180.37 - $226.26 $7.03K - $8.82K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
12
$27.43 - $31.48 $329 - $378
HDV
Ishares Core High Dividend ETF

ETFs
Q1 2021 Filed on Apr 28, 2021
64
$86.68 - $95.97 $5.55K - $6.14K
FIS
Fidelity National Information Services, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
1,359
$122.53 - $146.42 $167K - $199K
SVC
Service Properties Trust

Real Estate
Q1 2021 Filed on Apr 28, 2021
106
$10.54 - $13.84 $1.12K - $1.47K
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
VB
Vanguard Small Cap ETF

ETFs
Q1 2021 Filed on Apr 28, 2021
333
$191.53 - $223.48 $63.8K - $74.4K
ALLK
Allakos Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
6
$109.73 - $153.66 $658 - $922
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
263
$30.52 - $35.49 $8.03K - $9.33K
VFC
V F Corp

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
897
$75.92 - $88.28 $68.1K - $79.2K
RPM
Rpm International Inc

Basic Materials
Q1 2021 Filed on Apr 28, 2021
34
$79.64 - $94.79 $2.71K - $3.22K
MAS
Masco Corp

Industrials
Q1 2021 Filed on Apr 28, 2021
920
$52.84 - $60.13 $48.6K - $55.3K
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