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
MET
Metlife Inc

Financial Services
Q1 2021 Filed on Apr 28, 2021
1,619
$46.08 - $61.76 $74.6K - $100K
JCI
Johnson Controls International PLC

Industrials
Q1 2021 Filed on Apr 28, 2021
729
$46.18 - $62.29 $33.7K - $45.4K
WEX
Wex Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
3
$187.22 - $230.0 $562 - $690
FANG
Diamondback Energy, Inc.

Energy
Q1 2021 Filed on Apr 28, 2021
144
$48.94 - $85.27 $7.05K - $12.3K
WDAY
Workday, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
50
$220.0 - $281.36 $11K - $14.1K
BERY
Berry Global Group, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
9
$49.19 - $62.41 $443 - $562
PNR
Pentair PLC

Industrials
Q1 2021 Filed on Apr 28, 2021
50
$51.53 - $62.32 $2.58K - $3.12K
WPC
W. P. Carey Inc.

Real Estate
Q1 2021 Filed on Apr 28, 2021
6
$66.32 - $71.74 $398 - $430
MRCY
Mercury Systems Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
25
$61.26 - $85.49 $1.53K - $2.14K
PVH
Pvh Corp.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
288
$82.45 - $108.79 $23.7K - $31.3K
BLDR
Builders First Source, Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
31
$37.94 - $47.5 $1.18K - $1.47K
FTI
Technip Fmc PLC

Energy
Q1 2021 Filed on Apr 28, 2021
160
$7.02 - $9.55 $1.12K - $1.53K
MLM
Martin Marietta Materials Inc

Basic Materials
Q1 2021 Filed on Apr 28, 2021
19
$277.8 - $347.57 $5.28K - $6.6K
PXD
Pioneer Natural Resources CO

Energy
Q1 2021 Filed on Apr 28, 2021
158
$113.48 - $169.27 $17.9K - $26.7K
YY
Joyy Inc.

Communication Services
Q1 2021 Filed on Apr 28, 2021
7
$78.64 - $147.8 $550 - $1.03K
TTE
Total Energies Se

Energy
Q1 2021 Filed on Apr 28, 2021
579
$42.03 - $50.26 $24.3K - $29.1K
WDFC
Wd 40 CO

Basic Materials
Q1 2021 Filed on Apr 28, 2021
6
$258.65 - $332.29 $1.55K - $1.99K
PHG
Koninklijke Philips Nv

Healthcare
Q1 2021 Filed on Apr 28, 2021
141
$53.6 - $58.33 $7.56K - $8.22K
NVS
Novartis Ag

Healthcare
Q1 2021 Filed on Apr 28, 2021
358
$83.5 - $98.47 $29.9K - $35.3K
NMR
Nomura Holdings Inc

Financial Services
Q1 2021 Filed on Apr 28, 2021
198
$5.22 - $6.61 $1.03K - $1.31K
ING
Ing Groep Nv

Financial Services
Q1 2021 Filed on Apr 28, 2021
332
$8.73 - $12.49 $2.9K - $4.15K
HSBC
Hsbc Holdings PLC

Financial Services
Q1 2021 Filed on Apr 28, 2021
96
$25.74 - $31.42 $2.47K - $3.02K
EPR
Epr Properties

Real Estate
Q1 2021 Filed on Apr 28, 2021
10
$30.93 - $50.49 $309 - $505
DB
Deutsche Bank Aktiengesellschaft

Financial Services
Q1 2021 Filed on Apr 28, 2021
97
$10.12 - $13.15 $982 - $1.28K
KIE
Spdr S&P Insurance ETF

ETFs
Q1 2021 Filed on Apr 28, 2021
521
$32.2 - $37.72 $16.8K - $19.7K
ELME
Elme Communities
Q1 2021 Filed on Apr 28, 2021
18
N/A
HTBK
Heritage Commerce Corp

Financial Services
Q1 2021 Filed on Apr 28, 2021
54
$8.69 - $12.22 $469 - $660
PARR
Par Pacific Holdings, Inc.

Energy
Q1 2021 Filed on Apr 28, 2021
31
$13.27 - $19.74 $411 - $612
AAL
American Airlines Group Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
291
$15.0 - $25.17 $4.37K - $7.32K
ASML
Asml Holding Nv

Technology
Q1 2021 Filed on Apr 28, 2021
17
$490.22 - $625.67 $8.33K - $10.6K
RL
Ralph Lauren Corp

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
4
$100.81 - $126.55 $403 - $506
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
Q1 2021 Filed on Apr 28, 2021
696
$31.31 - $32.62 $21.8K - $22.7K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
6
$19.42 - $28.13 $117 - $169
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
Q1 2021 Filed on Apr 28, 2021
648
$26.31 - $32.55 $17K - $21.1K
ZBRA
Zebra Technologies Corp

Technology
Q1 2021 Filed on Apr 28, 2021
22
$378.13 - $512.69 $8.32K - $11.3K
IRM
Iron Mountain Inc

Real Estate
Q1 2021 Filed on Apr 28, 2021
95
$28.0 - $37.28 $2.66K - $3.54K
LNG
Cheniere Energy, Inc.

Energy
Q1 2021 Filed on Apr 28, 2021
81
$58.91 - $76.13 $4.77K - $6.17K
PSX
Phillips 66

Energy
Q1 2021 Filed on Apr 28, 2021
480
$67.38 - $88.66 $32.3K - $42.6K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
Q1 2021 Filed on Apr 28, 2021
300
$108.11 - $128.06 $32.4K - $38.4K
LHX
L3 Harris Technologies, Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
235
$171.51 - $203.08 $40.3K - $47.7K
Renewable Energy Group Inc Com New
Q1 2021 Filed on Apr 28, 2021
136
N/A
VAW
Vanguard Materials ETF

ETFs
Q1 2021 Filed on Apr 28, 2021
194
$153.25 - $174.4 $29.7K - $33.8K
LPLA
Lpl Financial Holdings Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
7
$103.11 - $146.29 $722 - $1.02K
TCBI
Texas Capital Bancshares Inc

Financial Services
Q1 2021 Filed on Apr 28, 2021
11
$58.68 - $89.52 $645 - $985
FMC
Fmc Corp

Basic Materials
Q1 2021 Filed on Apr 28, 2021
96
$100.77 - $122.25 $9.67K - $11.7K
EPAM
Epam Systems, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
114
$329.66 - $400.27 $37.6K - $45.6K
JBL
Jabil Inc

Technology
Q1 2021 Filed on Apr 28, 2021
4
$41.37 - $52.16 $165 - $209
MGPI
Mgp Ingredients Inc

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
9
$46.69 - $70.21 $420 - $632
CG
Carlyle Group Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
6
$31.03 - $37.41 $186 - $224
Track This Portfolio

Track Regent Peak Wealth Advisors LLC Portfolio

Follow Regent Peak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regent Peak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regent Peak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email