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
TXT
Textron Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
289
$45.26 - $56.08 $13.1K - $16.2K
XLC
Select Sector Spdr Tr Communic

ETFs
Q1 2021 Filed on Apr 28, 2021
663
$65.08 - $76.02 $43.1K - $50.4K
AVLR
Avalara, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
25
$123.33 - $179.78 $3.08K - $4.49K
EVRG
Evergy, Inc.

Utilities
Q1 2021 Filed on Apr 28, 2021
27
$52.41 - $60.16 $1.42K - $1.62K
DTE
Dte Energy CO

Utilities
Q1 2021 Filed on Apr 28, 2021
174
$100.19 - $114.06 $17.4K - $19.8K
Perspecta Inc Com
Q1 2021 Filed on Apr 28, 2021
43
N/A
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
29
$57.34 - $71.36 $1.66K - $2.07K
AMP
Ameriprise Financial Inc

Financial Services
Q1 2021 Filed on Apr 28, 2021
134
$187.01 - $232.8 $25.1K - $31.2K
BRO
Brown & Brown, Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
7
$42.96 - $48.02 $301 - $336
Varian Med Sys Inc Com
Q1 2021 Filed on Apr 28, 2021
37
N/A
CPRT
Copart Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
454
$103.99 - $122.18 $47.2K - $55.5K
FTDR
Frontdoor, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
4
$49.58 - $58.16 $198 - $233
CBOE
Cboe Global Markets, Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
13
$88.0 - $105.38 $1.14K - $1.37K
Corelogic Inc Com
Q1 2021 Filed on Apr 28, 2021
7
N/A
Aspen Technology Inc Com
Q1 2021 Filed on Apr 28, 2021
3
N/A
MWA
Mueller Water Products, Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
11
$11.94 - $14.32 $131 - $158
MIC
Macquarie Infrastructure Holdings, LLC

Utilities
Q1 2021 Filed on Apr 28, 2021
10
$27.79 - $40.4 $278 - $404
JOE
St Joe CO

Real Estate
Q1 2021 Filed on Apr 28, 2021
29
$41.61 - $55.3 $1.21K - $1.6K
MGY
Magnolia Oil & Gas Corp

Energy
Q1 2021 Filed on Apr 28, 2021
73
$7.26 - $13.12 $530 - $958
AVY
Avery Dennison Corp

Industrials
Q1 2021 Filed on Apr 28, 2021
41
$148.67 - $185.18 $6.1K - $7.59K
GRMN
Garmin LTD

Technology
Q1 2021 Filed on Apr 28, 2021
154
$114.86 - $132.48 $17.7K - $20.4K
SLB
Schlumberger Limited

Energy
Q1 2021 Filed on Apr 28, 2021
1,351
$21.81 - $29.95 $29.5K - $40.5K
Corepoint Lodging Inc Com
Q1 2021 Filed on Apr 28, 2021
55
N/A
ST
Sensata Technologies Holding PLC

Technology
Q1 2021 Filed on Apr 28, 2021
10
$51.97 - $63.88 $520 - $639
GPK
Graphic Packaging Holding CO

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
120
$15.66 - $18.58 $1.88K - $2.23K
SPOT
Spotify Technology S.A.

Communication Services
Q1 2021 Filed on Apr 28, 2021
39
$252.59 - $364.59 $9.85K - $14.2K
NEM
Newmont Corp

Basic Materials
Q1 2021 Filed on Apr 28, 2021
912
$54.38 - $65.24 $49.6K - $59.5K
STZ
Constellation Brands, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
341
$210.93 - $241.27 $71.9K - $82.3K
HAL
Halliburton CO

Energy
Q1 2021 Filed on Apr 28, 2021
674
$17.28 - $24.36 $11.6K - $16.4K
DBX
Dropbox, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
104
$21.77 - $28.06 $2.26K - $2.92K
EMN
Eastman Chemical CO

Basic Materials
Q1 2021 Filed on Apr 28, 2021
190
$98.35 - $118.02 $18.7K - $22.4K
ZS
Zscaler, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
24
$165.75 - $226.48 $3.98K - $5.44K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
129
$425.47 - $509.13 $54.9K - $65.7K
PCG
Pg&E Corp

Utilities
Q1 2021 Filed on Apr 28, 2021
31
$10.51 - $12.38 $326 - $384
BTAI
Bio Xcel Therapeutics, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
100
$39.04 - $64.6 $3.9K - $6.46K
ASX
Ase Technology Holding Co., Ltd.

Technology
Q1 2021 Filed on Apr 28, 2021
96
$5.97 - $8.68 $573 - $833
EAF
Graftech International LTD

Industrials
Q1 2021 Filed on Apr 28, 2021
100
$9.55 - $12.99 $955 - $1.3K
GNRC
Generac Holdings Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
11
$224.56 - $363.47 $2.47K - $4K
Pluralsight Inc Com Cl A
Q1 2021 Filed on Apr 28, 2021
8
N/A
CNQ
Canadian Natural Resources LTD

Energy
Q1 2021 Filed on Apr 28, 2021
76
$22.58 - $32.41 $1.72K - $2.46K
PEAK
Healthpeak Properties, Inc.

Real Estate
Q1 2021 Filed on Apr 28, 2021
245
$28.42 - $32.49 $6.96K - $7.96K
HUYA
Huya Inc.

Communication Services
Q1 2021 Filed on Apr 28, 2021
26
$19.4 - $34.01 $504 - $884
EQH
Equitable Holdings, Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
129
$24.72 - $32.62 $3.19K - $4.21K
Discovery Inc Com Ser A
Q1 2021 Filed on Apr 28, 2021
62
N/A
SMAR
Smartsheet Inc

Technology
Q1 2021 Filed on Apr 28, 2021
41
$59.79 - $84.41 $2.45K - $3.46K
VLO
Valero Energy Corp

Energy
Q1 2021 Filed on Apr 28, 2021
110
$55.73 - $82.48 $6.13K - $9.07K
CDAY
Ceridian Hcm Holding Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
28
$80.8 - $106.6 $2.26K - $2.98K
LEN
Lennar Corp

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
431
$73.29 - $102.85 $31.6K - $44.3K
SSNC
Ss&C Technologies Holdings Inc

Technology
Q1 2021 Filed on Apr 28, 2021
45
$62.88 - $71.85 $2.83K - $3.23K
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