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
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
VIRT
Virtu Financial, Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
6
$24.08 - $31.05 $144 - $186
ETSY
Etsy Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
61
$167.57 - $244.58 $10.2K - $14.9K
EVR
Evercore Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
6
$106.57 - $142.41 $639 - $854
ON
On Semiconductor Corp

Technology
Q1 2021 Filed on Apr 28, 2021
43
$32.67 - $42.27 $1.4K - $1.82K
Royal Dutch Shell PLC Spon Adr B
Q1 2021 Filed on Apr 28, 2021
1,418
N/A
SHOP
Shopify Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
3
$103.99 - $147.4 $312 - $442
DVN
Devon Energy Corp

Energy
Q1 2021 Filed on Apr 28, 2021
841
$16.13 - $25.61 $13.6K - $21.5K
VOD
Vodafone Group Public LTD CO

Communication Services
Q1 2021 Filed on Apr 28, 2021
262
$16.93 - $19.44 $4.44K - $5.09K
NDAQ
Nasdaq, Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
89
$131.97 - $150.84 $11.7K - $13.4K
KHC
Kraft Heinz CO

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
3,372
$31.99 - $40.78 $108K - $138K
TDOC
Teladoc Health, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
27
$171.3 - $294.54 $4.63K - $7.95K
WRK
West Rock CO

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
62
$40.7 - $53.58 $2.52K - $3.32K
BWXT
Bwx Technologies, Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
230
$53.92 - $66.0 $12.4K - $15.2K
BOH
Bank Of Hawaii Corp

Financial Services
Q1 2021 Filed on Apr 28, 2021
22
$77.06 - $96.16 $1.7K - $2.12K
SAP
Sap Se

Technology
Q1 2021 Filed on Apr 28, 2021
21
$121.09 - $134.88 $2.54K - $2.83K
TRU
Trans Union

Industrials
Q1 2021 Filed on Apr 28, 2021
60
$84.21 - $95.85 $5.05K - $5.75K
ELS
Equity Lifestyle Properties Inc

Real Estate
Q1 2021 Filed on Apr 28, 2021
36
$59.1 - $65.0 $2.13K - $2.34K
ENR
Energizer Holdings, Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
7
$41.8 - $49.01 $293 - $343
XLU
Utilities Sector Spdr

ETFs
Q1 2021 Filed on Apr 28, 2021
188
$58.36 - $64.15 $11K - $12.1K
GDDY
Go Daddy Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
37
$72.21 - $92.85 $2.67K - $3.44K
KEYS
Keysight Technologies, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
438
$131.18 - $153.48 $57.5K - $67.2K
COUP
Coupa Software Inc

Technology
Q1 2021 Filed on Apr 28, 2021
78
$238.65 - $369.92 $18.6K - $28.9K
ALB
Albemarle Corp

Basic Materials
Q1 2021 Filed on Apr 28, 2021
12
$140.69 - $185.25 $1.69K - $2.22K
MPWR
Monolithic Power Systems Inc

Technology
Q1 2021 Filed on Apr 28, 2021
12
$302.05 - $403.18 $3.62K - $4.84K
GNW
Genworth Financial Inc

Financial Services
Q1 2021 Filed on Apr 28, 2021
150
$2.69 - $4.14 $404 - $621
HIG
Hartford Financial Services Group, Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
352
$47.97 - $69.17 $16.9K - $24.3K
IP
International Paper CO

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
239
$44.27 - $52.75 $10.6K - $12.6K
MANH
Manhattan Associates Inc

Technology
Q1 2021 Filed on Apr 28, 2021
18
$103.28 - $144.14 $1.86K - $2.59K
SGEN
Seagen Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
169
$137.51 - $190.8 $23.2K - $32.2K
MTG
Mgic Investment Corp

Financial Services
Q1 2021 Filed on Apr 28, 2021
44
$11.72 - $13.85 $516 - $609
TTC
Toro CO

Industrials
Q1 2021 Filed on Apr 28, 2021
33
$93.4 - $104.74 $3.08K - $3.46K
RSG
Republic Services, Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
187
$88.96 - $101.29 $16.6K - $18.9K
IDXX
Idexx Laboratories Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
189
$465.18 - $551.79 $87.9K - $104K
DRI
Darden Restaurants Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
345
$112.1 - $148.98 $38.7K - $51.4K
COP
Conocophillips

Energy
Q1 2021 Filed on Apr 28, 2021
734
$39.57 - $59.83 $29K - $43.9K
VEA
Vanguard Ftse Developed Market

ETFs
Q1 2021 Filed on Apr 28, 2021
1,542
$46.87 - $50.05 $72.3K - $77.2K
CINF
Cincinnati Financial Corp

Financial Services
Q1 2021 Filed on Apr 28, 2021
125
$83.7 - $108.93 $10.5K - $13.6K
FV
First Trust Dorsey Wright Focu

ETFs
Q1 2021 Filed on Apr 28, 2021
711
$39.83 - $45.14 $28.3K - $32.1K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q1 2021 Filed on Apr 28, 2021
580
$10.34 - $12.81 $6K - $7.43K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
Q1 2021 Filed on Apr 28, 2021
716
$50.34 - $56.49 $36K - $40.4K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q1 2021 Filed on Apr 28, 2021
879
$129.89 - $133.02 $114K - $117K
IDV
Ishares Tr

ETFs
Q1 2021 Filed on Apr 28, 2021
512
$29.53 - $32.13 $15.1K - $16.5K
MGEE
Mge Energy Inc

Utilities
Q1 2021 Filed on Apr 28, 2021
14
$63.61 - $72.74 $891 - $1.02K
EXR
Extra Space Storage Inc.

Real Estate
Q1 2021 Filed on Apr 28, 2021
41
$108.71 - $133.95 $4.46K - $5.49K
KEP
Korea Electric Power Corp

Utilities
Q1 2021 Filed on Apr 28, 2021
44
$10.04 - $12.37 $442 - $544
PKI
Perkinelmer Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
57
$120.35 - $160.53 $6.86K - $9.15K
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