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
Bancorpsouth Bk Tupelo Miss Com
Q1 2021 Filed on Apr 28, 2021
15
N/A
CWT
California Water Service Group

Utilities
Q1 2021 Filed on Apr 28, 2021
18
$52.59 - $60.27 $947 - $1.08K
ENB
Enbridge Inc

Energy
Q1 2021 Filed on Apr 28, 2021
735
$31.97 - $37.2 $23.5K - $27.3K
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
43
$10.17 - $18.79 $437 - $808
OMC
Omnicom Group Inc.

Communication Services
Q1 2021 Filed on Apr 28, 2021
90
$60.88 - $77.78 $5.48K - $7K
NTRS
Northern Trust Corp

Financial Services
Q1 2021 Filed on Apr 28, 2021
48
$89.19 - $107.02 $4.28K - $5.14K
MHK
Mohawk Industries Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
55
$136.11 - $195.67 $7.49K - $10.8K
EFX
Equifax Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
290
$161.88 - $189.88 $46.9K - $55.1K
SLM
Slm Corp

Financial Services
Q1 2021 Filed on Apr 28, 2021
18
$12.09 - $18.11 $218 - $326
KMI
Kinder Morgan, Inc.

Energy
Q1 2021 Filed on Apr 28, 2021
5,221
$13.56 - $16.8 $70.8K - $87.7K
EXPD
Expeditors International Of Washington Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
251
$89.52 - $108.4 $22.5K - $27.2K
CF
Cf Industries Holdings, Inc.

Basic Materials
Q1 2021 Filed on Apr 28, 2021
50
$38.53 - $50.88 $1.93K - $2.54K
Cimarex Energy CO Com
Q1 2021 Filed on Apr 28, 2021
18
N/A
ENTG
Entegris Inc

Technology
Q1 2021 Filed on Apr 28, 2021
62
$93.99 - $113.56 $5.83K - $7.04K
WDC
Western Digital Corp

Technology
Q1 2021 Filed on Apr 28, 2021
875
$49.47 - $72.21 $43.3K - $63.2K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
320
$49.58 - $58.59 $15.9K - $18.7K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q1 2021 Filed on Apr 28, 2021
189
$129.36 - $173.99 $24.4K - $32.9K
NGG
National Grid PLC

Utilities
Q1 2021 Filed on Apr 28, 2021
18
$55.89 - $60.82 $1.01K - $1.09K
Investors Bancorp Inc New Com
Q1 2021 Filed on Apr 28, 2021
49
N/A
WPM
Wheaton Precious Metals Corp.

Basic Materials
Q1 2021 Filed on Apr 28, 2021
21
$35.64 - $45.4 $748 - $953
OC
Owens Corning

Industrials
Q1 2021 Filed on Apr 28, 2021
40
$73.94 - $92.66 $2.96K - $3.71K
MOS
Mosaic CO

Basic Materials
Q1 2021 Filed on Apr 28, 2021
150
$23.67 - $34.24 $3.55K - $5.14K
GWW
W.W. Grainger, Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
42
$364.39 - $404.61 $15.3K - $17K
AES
Aes Corp

Utilities
Q1 2021 Filed on Apr 28, 2021
235
$22.96 - $28.91 $5.4K - $6.79K
GPC
Genuine Parts CO

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
65
$93.88 - $118.55 $6.1K - $7.71K
EOG
Eog Resources Inc

Energy
Q1 2021 Filed on Apr 28, 2021
154
$49.86 - $75.31 $7.68K - $11.6K
CMI
Cummins Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
139
$221.37 - $275.99 $30.8K - $38.4K
KSU
Kansas City Southern

Industrials
Q1 2021 Filed on Apr 28, 2021
456
N/A
L Brands Inc Com
Q1 2021 Filed on Apr 28, 2021
15
N/A
SWKS
Skyworks Solutions, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
274
$150.72 - $194.14 $41.3K - $53.2K
HYG
Ishares Tr

ETFs
Q1 2021 Filed on Apr 28, 2021
1,288
$85.73 - $87.78 $110K - $113K
HSIC
Henry Schein Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
6
$61.5 - $73.88 $369 - $443
HEIA
Heico Crp Cl A
Q1 2021 Filed on Apr 28, 2021
34
N/A
XLB
Select Sector Spdr Fd Material

ETFs
Q1 2021 Filed on Apr 28, 2021
246
$70.64 - $79.69 $17.4K - $19.6K
XLE
Energy Sector Spdr

ETFs
Q1 2021 Filed on Apr 28, 2021
1,433
$37.96 - $53.57 $54.4K - $76.8K
VFH
Vanguard Financial ETF

ETFs
Q1 2021 Filed on Apr 28, 2021
1,543
$71.74 - $86.71 $111K - $134K
Xilinx Inc Com
Q1 2021 Filed on Apr 28, 2021
380
N/A
AGIO
Agios Pharmaceuticals, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
12
$44.23 - $57.5 $531 - $690
REXR
Rexford Industrial Realty, Inc.

Real Estate
Q1 2021 Filed on Apr 28, 2021
30
$46.42 - $51.5 $1.39K - $1.55K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q1 2021 Filed on Apr 28, 2021
488
$34.36 - $41.24 $16.8K - $20.1K
NWSA
News Corp

Communication Services
Q1 2021 Filed on Apr 28, 2021
168
$18.16 - $27.3 $3.05K - $4.59K
NWS
News Corp New Cl B Com Stk (De

Communication Services
Q1 2021 Filed on Apr 28, 2021
113
$17.96 - $25.22 $2.03K - $2.85K
MSI
Motorola Solutions, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
206
$166.61 - $189.6 $34.3K - $39.1K
OLED
Universal Display Corp Pa

Technology
Q1 2021 Filed on Apr 28, 2021
9
$189.08 - $260.29 $1.7K - $2.34K
RNG
Ring Central, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
125
$283.69 - $443.29 $35.5K - $55.4K
ESRT
Empire State Realty Trust, Inc.

Real Estate
Q1 2021 Filed on Apr 28, 2021
168
$8.94 - $11.83 $1.5K - $1.99K
BURL
Burlington Stores, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
11
$236.99 - $317.2 $2.61K - $3.49K
NTAP
Net App, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
457
$61.08 - $74.75 $27.9K - $34.2K
Vedanta Limited Sponsored Adr
Q1 2021 Filed on Apr 28, 2021
365
N/A
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