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
IT
Gartner Inc

Technology
Q1 2021 Filed on Apr 28, 2021
111
$151.58 - $187.41 $16.8K - $20.8K
FULT
Fulton Financial Corp

Financial Services
Q1 2021 Filed on Apr 28, 2021
38
$12.69 - $17.93 $482 - $681
FLR
Fluor Corp

Industrials
Q1 2021 Filed on Apr 28, 2021
41
$15.82 - $23.48 $649 - $963
FLS
Flowserve Corp

Industrials
Q1 2021 Filed on Apr 28, 2021
1,826
$34.77 - $41.4 $63.5K - $75.6K
EXEL
Exelixis, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
18
$20.53 - $25.22 $370 - $454
MKTX
Marketaxess Holdings Inc

Financial Services
Q1 2021 Filed on Apr 28, 2021
71
$484.93 - $580.11 $34.4K - $41.2K
MC
Moelis & CO

Financial Services
Q1 2021 Filed on Apr 28, 2021
118
$45.93 - $57.96 $5.42K - $6.84K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
50
$25.02 - $54.99 $1.25K - $2.75K
PEGA
Pegasystems Inc

Technology
Q1 2021 Filed on Apr 28, 2021
3
$112.38 - $146.71 $337 - $440
Crane CO Com
Q1 2021 Filed on Apr 28, 2021
8
N/A
PGRE
Paramount Group, Inc.

Real Estate
Q1 2021 Filed on Apr 28, 2021
50
$8.63 - $10.36 $432 - $518
CNA
Cna Financial Corp

Financial Services
Q1 2021 Filed on Apr 28, 2021
82
$38.02 - $46.9 $3.12K - $3.85K
LBRDK
Liberty Broadband Corp

Communication Services
Q1 2021 Filed on Apr 28, 2021
6
$142.73 - $156.84 $856 - $941
VEEV
Veeva Systems Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
180
$241.17 - $318.09 $43.4K - $57.3K
WEC
Wec Energy Group, Inc.

Utilities
Q1 2021 Filed on Apr 28, 2021
355
$80.64 - $94.79 $28.6K - $33.7K
GSK
Gsk PLC

Healthcare
Q1 2021 Filed on Apr 28, 2021
287
$34.27 - $40.01 $9.84K - $11.5K
CNK
Cinemark Holdings, Inc.

Communication Services
Q1 2021 Filed on Apr 28, 2021
22
$16.16 - $25.82 $356 - $568
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
Q1 2021 Filed on Apr 28, 2021
17
$119.63 - $199.9 $2.03K - $3.4K
TECH
Bio Techne Corp

Healthcare
Q1 2021 Filed on Apr 28, 2021
9
$314.62 - $411.0 $2.83K - $3.7K
CBRE
Cbre Group, Inc.

Real Estate
Q1 2021 Filed on Apr 28, 2021
103
$59.42 - $80.57 $6.12K - $8.3K
ALGT
Allegiant Travel CO

Industrials
Q1 2021 Filed on Apr 28, 2021
4
$174.74 - $268.81 $699 - $1.08K
TD
Toronto Dominion Bank

Financial Services
Q1 2021 Filed on Apr 28, 2021
1,999
$56.26 - $66.31 $112K - $133K
CAH
Cardinal Health Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
177
$51.37 - $62.46 $9.09K - $11.1K
USM
United States Cellular Corp

Communication Services
Q1 2021 Filed on Apr 28, 2021
15
$29.21 - $37.04 $438 - $556
RPD
Rapid7, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
155
$72.52 - $91.85 $11.2K - $14.2K
G
Genpact LTD

Technology
Q1 2021 Filed on Apr 28, 2021
69
$38.28 - $44.64 $2.64K - $3.08K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2021 Filed on Apr 28, 2021
5,840
$14.51 - $15.16 $84.7K - $88.5K
NVCR
Novo Cure LTD

Healthcare
Q1 2021 Filed on Apr 28, 2021
335
$124.11 - $190.17 $41.6K - $63.7K
RACE
Ferrari N.V.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
4
$187.78 - $227.01 $751 - $908
Y
Alleghany Corp

Financial Services
Q1 2021 Filed on Apr 28, 2021
3
$564.76 - $652.51 $1.69K - $1.96K
DPZ
Dominos Pizza Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
38
$330.24 - $390.54 $12.5K - $14.8K
MIN
Mfs Intermediate Income Trust

Financial Services
Q1 2021 Filed on Apr 28, 2021
10
$3.61 - $3.83 $36.1 - $38.3
LYV
Live Nation Entertainment, Inc.

Communication Services
Q1 2021 Filed on Apr 28, 2021
123
$66.45 - $92.86 $8.17K - $11.4K
PSTG
Pure Storage, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
16
$19.37 - $28.9 $310 - $462
AVXL
Anavex Life Sciences Corp.

Healthcare
Q1 2021 Filed on Apr 28, 2021
200
$5.17 - $16.13 $1.03K - $3.23K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
Q1 2021 Filed on Apr 28, 2021
1,176
$91.5 - $91.52 $108K - $108K
IWB
Ishares Tr Russell 1000 ETF

ETFs
Q1 2021 Filed on Apr 28, 2021
49
$208.89 - $225.24 $10.2K - $11K
PODD
Insulet Corp

Healthcare
Q1 2021 Filed on Apr 28, 2021
15
$235.95 - $293.05 $3.54K - $4.4K
UHS
Universal Health Services Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
33
$124.68 - $142.46 $4.11K - $4.7K
RJF
Raymond James Financial Inc

Financial Services
Q1 2021 Filed on Apr 28, 2021
74
$62.69 - $82.39 $4.64K - $6.1K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
21
$81.93 - $106.33 $1.72K - $2.23K
XRAY
Dentsply Sirona Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
265
$51.99 - $63.9 $13.8K - $16.9K
AIG
American International Group, Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
1,924
$37.13 - $48.44 $71.4K - $93.2K
APLE
Apple Hospitality Reit, Inc.

Real Estate
Q1 2021 Filed on Apr 28, 2021
36
$12.39 - $15.89 $446 - $572
FVD
First Tr Value Line Divid Inde

ETFs
Q1 2021 Filed on Apr 28, 2021
575
$34.56 - $38.32 $19.9K - $22K
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
1,313
$74.44 - $84.52 $97.7K - $111K
Sterling Bancorp Del Com
Q1 2021 Filed on Apr 28, 2021
29
N/A
PDCO
Patterson Companies, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
17
$29.14 - $34.3 $495 - $583
LUV
Southwest Airlines CO

Industrials
Q1 2021 Filed on Apr 28, 2021
408
$43.94 - $62.1 $17.9K - $25.3K
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