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
PKG
Packaging Corp Of America

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
39
$128.93 - $147.23 $5.03K - $5.74K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
614
$45.01 - $54.31 $27.6K - $33.3K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
Q1 2021 Filed on Apr 28, 2021
491
N/A
LPLA
Lpl Financial Holdings Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
7
$103.11 - $146.29 $722 - $1.02K
Proofpoint Inc Com
Q1 2021 Filed on Apr 28, 2021
14
N/A
SEDG
Solaredge Technologies, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
13
$246.71 - $365.97 $3.21K - $4.76K
ROP
Roper Technologies Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
79
$371.89 - $438.53 $29.4K - $34.6K
RHI
Robert Half International Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
56
$61.15 - $82.79 $3.42K - $4.64K
PRGS
Progress Software Corp

Technology
Q1 2021 Filed on Apr 28, 2021
7
$40.18 - $48.81 $281 - $342
PH
Parker Hannifin Corp

Industrials
Q1 2021 Filed on Apr 28, 2021
176
$249.92 - $317.59 $44K - $55.9K
HRC
Hill Rom Holdings, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
62
N/A
NUE
Nucor Corp

Basic Materials
Q1 2021 Filed on Apr 28, 2021
660
$48.73 - $80.39 $32.2K - $53.1K
OSTK
Overstock.Com, Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
20
$49.46 - $107.73 $989 - $2.15K
NRG
Nrg Energy, Inc.

Utilities
Q1 2021 Filed on Apr 28, 2021
758
$35.78 - $43.93 $27.1K - $33.3K
QRVO
Qorvo, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
101
$162.9 - $186.03 $16.5K - $18.8K
MKSI
Mks Instruments Inc

Technology
Q1 2021 Filed on Apr 28, 2021
17
$147.92 - $188.24 $2.51K - $3.2K
BFS
Saul Centers, Inc.

Real Estate
Q1 2021 Filed on Apr 28, 2021
14
$29.93 - $42.59 $419 - $596
RGLD
Royal Gold Inc

Basic Materials
Q1 2021 Filed on Apr 28, 2021
81
$102.15 - $111.05 $8.27K - $9K
SFE
Safeguard Scientifics Inc

Financial Services
Q1 2021 Filed on Apr 28, 2021
48
$6.41 - $8.13 $308 - $390
SAFM
Sanderson Farms Inc

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
60
$127.83 - $164.2 $7.67K - $9.85K
TRV
Travelers Companies, Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
213
$134.53 - $157.92 $28.7K - $33.6K
A
Agilent Technologies, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
196
$114.99 - $130.12 $22.5K - $25.5K
AWK
American Water Works Company, Inc.

Utilities
Q1 2021 Filed on Apr 28, 2021
699
$132.13 - $165.01 $92.4K - $115K
EMB
Ishares Tr

ETFs
Q1 2021 Filed on Apr 28, 2021
4
$106.72 - $115.35 $427 - $461
O
Realty Income Corp

Real Estate
Q1 2021 Filed on Apr 28, 2021
549
$55.99 - $62.23 $30.7K - $34.2K
GOLD
Barrick Gold Corp

Basic Materials
Q1 2021 Filed on Apr 28, 2021
857
$18.67 - $24.77 $16K - $21.2K
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
Q1 2021 Filed on Apr 28, 2021
2,400
$36.33 - $38.6 $87.2K - $92.6K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q1 2021 Filed on Apr 28, 2021
272
$83.32 - $97.35 $22.7K - $26.5K
WRB
Berkley W R Corp

Financial Services
Q1 2021 Filed on Apr 28, 2021
257
$41.09 - $51.39 $10.6K - $13.2K
EQIX
Equinix Inc

Real Estate
Q1 2021 Filed on Apr 28, 2021
120
$594.92 - $768.57 $71.4K - $92.2K
WWE
World Wrestling Entertainmentinc

Communication Services
Q1 2021 Filed on Apr 28, 2021
10
$46.41 - $58.28 $464 - $583
VECO
Veeco Instruments Inc

Technology
Q1 2021 Filed on Apr 28, 2021
37
$17.76 - $22.7 $657 - $840
IDA
Idacorp Inc

Utilities
Q1 2021 Filed on Apr 28, 2021
8
$86.14 - $102.6 $689 - $821
GVA
Granite Construction Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
20
$26.62 - $40.61 $532 - $812
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
60
$85.56 - $99.32 $5.13K - $5.96K
BWA
Borgwarner Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
183
$38.06 - $50.55 $6.96K - $9.25K
FGEN
Fibrogen Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
7
$31.0 - $55.72 $217 - $390
Pra Health Sciences Inc Com
Q1 2021 Filed on Apr 28, 2021
25
N/A
WTRG
Essential Utilities, Inc.

Utilities
Q1 2021 Filed on Apr 28, 2021
162
$41.5 - $48.72 $6.72K - $7.89K
PLUG
Plug Power Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
335
$30.78 - $73.18 $10.3K - $24.5K
SYNH
Syneos Health, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
3
$67.36 - $80.76 $202 - $242
AMED
Amedisys Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
6
$236.62 - $314.16 $1.42K - $1.88K
LNT
Alliant Energy Corp

Utilities
Q1 2021 Filed on Apr 28, 2021
446
$46.16 - $54.64 $20.6K - $24.4K
AM
Antero Midstream Corp

Energy
Q1 2021 Filed on Apr 28, 2021
187
$7.63 - $9.58 $1.43K - $1.79K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
120
$57.73 - $71.83 $6.93K - $8.62K
ABMD
Abiomed Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
155
$285.92 - $355.13 $44.3K - $55K
ELY
Callaway Golf CO

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
60
$24.28 - $31.74 $1.46K - $1.9K
CIEN
Ciena Corp

Technology
Q1 2021 Filed on Apr 28, 2021
11
$48.87 - $57.24 $538 - $630
Tiffany & CO New Com
Q1 2021 Filed on Apr 28, 2021
64
N/A
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