Regent Peak Wealth Advisors LLC Closed Holding Positions

Regent Peak Wealth Advisors LLC

  • $449 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AU
Anglogold Ashanti LTD

Basic Materials
Q1 2021 Filed on Apr 28, 2021
50
$19.86 - $25.49 $993 - $1.27K
NEU
Newmarket Corp

Basic Materials
Q1 2021 Filed on Apr 28, 2021
4
$378.98 - $428.63 $1.52K - $1.71K
VNO
Vornado Realty Trust

Real Estate
Q1 2021 Filed on Apr 28, 2021
273
$35.27 - $49.04 $9.63K - $13.4K
UDR
Udr, Inc.

Real Estate
Q1 2021 Filed on Apr 28, 2021
83
$36.79 - $45.6 $3.05K - $3.78K
REG
Regency Centers Corp

Real Estate
Q1 2021 Filed on Apr 28, 2021
140
$44.02 - $59.65 $6.16K - $8.35K
PSA
Public Storage

Real Estate
Q1 2021 Filed on Apr 28, 2021
95
$213.82 - $247.99 $20.3K - $23.6K
KRC
Kilroy Realty Corp

Real Estate
Q1 2021 Filed on Apr 28, 2021
14
$54.67 - $69.05 $765 - $967
KIM
Kimco Realty Corp

Real Estate
Q1 2021 Filed on Apr 28, 2021
414
$14.33 - $19.72 $5.93K - $8.16K
HST
Host Hotels & Resorts, Inc.

Real Estate
Q1 2021 Filed on Apr 28, 2021
332
$13.5 - $18.42 $4.48K - $6.12K
AIZ
Assurant, Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
8
$122.77 - $144.71 $982 - $1.16K
APH
Amphenol Corp

Technology
Q1 2021 Filed on Apr 28, 2021
181
$60.04 - $67.96 $10.9K - $12.3K
BAM
Brookfield Asset Management Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
31
$38.19 - $45.67 $1.18K - $1.42K
SWK
Stanley Black & Decker, Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
76
$169.35 - $202.07 $12.9K - $15.4K
RE
Everest Re Group LTD

Financial Services
Q1 2021 Filed on Apr 28, 2021
20
$211.08 - $255.97 $4.22K - $5.12K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
345
$65.0 - $96.66 $22.4K - $33.3K
FOXA
Fox Corp

Communication Services
Q1 2021 Filed on Apr 28, 2021
317
$28.81 - $44.18 $9.13K - $14K
SWAV
Shockwave Medical, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
10
$92.73 - $142.05 $927 - $1.42K
IFF
International Flavors & Fragrances Inc

Basic Materials
Q1 2021 Filed on Apr 28, 2021
24
$105.08 - $141.31 $2.52K - $3.39K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
Q1 2021 Filed on Apr 28, 2021
1,931
$32.82 - $36.69 $63.4K - $70.8K
DOX
Amdocs LTD

Technology
Q1 2021 Filed on Apr 28, 2021
17
$69.34 - $82.16 $1.18K - $1.4K
DLTR
Dollar Tree, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
201
$98.2 - $116.23 $19.7K - $23.4K
CSL
Carlisle Companies Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
8
$144.93 - $167.45 $1.16K - $1.34K
CNP
Centerpoint Energy Inc

Utilities
Q1 2021 Filed on Apr 28, 2021
1,687
$19.44 - $22.8 $32.8K - $38.5K
DELL
Dell Technologies Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
4
$36.1 - $46.26 $144 - $185
Federal Rlty Invt Tr Sh Ben Int New
Q1 2021 Filed on Apr 28, 2021
90
N/A
REZI
Resideo Technologies, Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
57
$21.29 - $31.51 $1.21K - $1.8K
STNE
Stone Co Ltd.

Technology
Q1 2021 Filed on Apr 28, 2021
50
$59.89 - $94.09 $2.99K - $4.7K
MSCI
Msci Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
251
$393.34 - $453.19 $98.7K - $114K
SWN
Southwestern Energy CO

Energy
Q1 2021 Filed on Apr 28, 2021
200
$3.06 - $4.81 $612 - $962
Wyndham Destinations Inc Com
Q1 2021 Filed on Apr 28, 2021
11
N/A
ALGN
Align Technology Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
77
$496.07 - $620.45 $38.2K - $47.8K
Anaplan Inc Com
Q1 2021 Filed on Apr 28, 2021
40
N/A
SLAB
Silicon Laboratories Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
6
$126.35 - $162.84 $758 - $977
NET
Cloudflare, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
49
$61.77 - $93.46 $3.03K - $4.58K
OVV
Ovintiv Inc.

Energy
Q1 2021 Filed on Apr 28, 2021
127
$15.02 - $27.99 $1.91K - $3.55K
ESTC
Elastic N.V.

Technology
Q1 2021 Filed on Apr 28, 2021
20
$105.98 - $171.29 $2.12K - $3.43K
GH
Guardant Health, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
21
$127.04 - $179.1 $2.67K - $3.76K
HTHT
Huazhu Group LTD

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
13
$45.11 - $61.92 $586 - $805
ITRI
Itron, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
8
$83.95 - $120.31 $672 - $962
CMS
Cms Energy Corp

Utilities
Q1 2021 Filed on Apr 28, 2021
386
$53.88 - $61.92 $20.8K - $23.9K
BXP
Boston Properties Inc

Real Estate
Q1 2021 Filed on Apr 28, 2021
88
$89.59 - $108.59 $7.88K - $9.56K
OGE
Oge Energy Corp.

Utilities
Q1 2021 Filed on Apr 28, 2021
22
$29.27 - $33.15 $644 - $729
Realpage Inc Com
Q1 2021 Filed on Apr 28, 2021
34
N/A
AIV
Apartment Investment & Management CO

Real Estate
Q1 2021 Filed on Apr 28, 2021
26
$4.59 - $6.23 $119 - $162
NXPI
Nxp Semiconductors N.V.

Technology
Q1 2021 Filed on Apr 28, 2021
227
$160.47 - $208.34 $36.4K - $47.3K
HR
Healthcare Realty Trust Inc

Real Estate
Q1 2021 Filed on Apr 28, 2021
29
$26.2 - $29.09 $760 - $844
Medallia Inc Com
Q1 2021 Filed on Apr 28, 2021
5
N/A
CDE
Coeur Mining, Inc.

Basic Materials
Q1 2021 Filed on Apr 28, 2021
98
$7.74 - $11.14 $759 - $1.09K
GGB
Gerdau S.A.

Basic Materials
Q1 2021 Filed on Apr 28, 2021
153
$4.24 - $5.42 $649 - $829
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