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
Maxim Integrated Prods Inc Com
Q1 2021 Filed on Apr 28, 2021
149
N/A
KSS
Kohls Corp

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
97
$38.78 - $62.99 $3.76K - $6.11K
CPB
Campbell Soup CO

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
104
$45.43 - $52.71 $4.72K - $5.48K
MKC
Mccormick & CO Inc

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
311
$82.9 - $96.09 $25.8K - $29.9K
MCHP
Microchip Technology Inc

Technology
Q1 2021 Filed on Apr 28, 2021
337
$66.52 - $81.53 $22.4K - $27.5K
ATHM
Autohome Inc.

Communication Services
Q1 2021 Filed on Apr 28, 2021
6
$93.27 - $137.92 $560 - $828
ROST
Ross Stores, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
313
$107.89 - $125.27 $33.8K - $39.2K
OKE
Oneok Inc

Energy
Q1 2021 Filed on Apr 28, 2021
1,718
$37.5 - $51.6 $64.4K - $88.6K
MTD
Mettler Toledo International Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
7
$1038.47 - $1268.8 $7.27K - $8.88K
FHI
Federated Hermes, Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
14
$26.72 - $31.49 $374 - $441
UBS
Ubs Group Ag

Financial Services
Q1 2021 Filed on Apr 28, 2021
89
$14.29 - $16.1 $1.27K - $1.43K
ALLE
Allegion PLC

Industrials
Q1 2021 Filed on Apr 28, 2021
55
$107.01 - $126.75 $5.89K - $6.97K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
78
$36.12 - $53.5 $2.82K - $4.17K
IVW
Ishares S&P 500 Growth ETF

ETFs
Q1 2021 Filed on Apr 28, 2021
1,136
$61.43 - $67.25 $69.8K - $76.4K
CHGG
Chegg, Inc

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
31
$81.37 - $113.51 $2.52K - $3.52K
Eros Stx Global Corporation Shs New
Q1 2021 Filed on Apr 28, 2021
186
N/A
MASI
Masimo Corp

Healthcare
Q1 2021 Filed on Apr 28, 2021
9
$220.31 - $283.75 $1.98K - $2.55K
RNR
Renaissancere Holdings LTD

Financial Services
Q1 2021 Filed on Apr 28, 2021
8
$147.93 - $171.0 $1.18K - $1.37K
Concho Res Inc Com
Q1 2021 Filed on Apr 28, 2021
98
N/A
JNPR
Juniper Networks Inc

Technology
Q1 2021 Filed on Apr 28, 2021
797
$22.61 - $27.59 $18K - $22K
Flir Sys Inc Com
Q1 2021 Filed on Apr 28, 2021
708
N/A
DLB
Dolby Laboratories, Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
3
$86.59 - $100.81 $260 - $302
CRL
Charles River Laboratories International, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
9
$249.67 - $299.48 $2.25K - $2.7K
BFH
Bread Financial Holdings, Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
845
$53.93 - $94.72 $45.6K - $80K
AWI
Armstrong World Industries Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
3
$71.11 - $96.35 $213 - $289
KMX
Carmax Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
181
$93.3 - $135.83 $16.9K - $24.6K
ECL
Ecolab Inc.

Basic Materials
Q1 2021 Filed on Apr 28, 2021
484
$204.51 - $225.74 $99K - $109K
DCI
Donaldson CO Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
7
$54.92 - $62.31 $384 - $436
CTAS
Cintas Corp

Industrials
Q1 2021 Filed on Apr 28, 2021
110
$318.12 - $360.04 $35K - $39.6K
RIO
Rio Tinto PLC

Basic Materials
Q1 2021 Filed on Apr 28, 2021
40
$74.3 - $91.71 $2.97K - $3.67K
VMW
Vmware, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
162
$132.3 - $154.61 $21.4K - $25K
TWTR
Twitter, Inc.

Communication Services
Q1 2021 Filed on Apr 28, 2021
426
$45.18 - $77.63 $19.2K - $33.1K
MS
Morgan Stanley

Financial Services
Q1 2021 Filed on Apr 28, 2021
805
$67.05 - $84.34 $54K - $67.9K
HUBS
Hubspot Inc

Technology
Q1 2021 Filed on Apr 28, 2021
10
$349.99 - $543.49 $3.5K - $5.43K
GLOB
Globant S.A.

Technology
Q1 2021 Filed on Apr 28, 2021
8
$192.0 - $232.11 $1.54K - $1.86K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q1 2021 Filed on Apr 28, 2021
256
$133.92 - $157.54 $34.3K - $40.3K
SATS
Echo Star Corp

Technology
Q1 2021 Filed on Apr 28, 2021
16
$20.93 - $27.79 $335 - $445
UYG
Proshares Ultra Financials

ETFs
Q1 2021 Filed on Apr 28, 2021
2,256
$40.14 - $54.67 $90.6K - $123K
SPOK
Spok Holdings, Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
32
$10.1 - $12.74 $323 - $408
FNF
Fidelity National Financial, Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
52
$36.3 - $42.31 $1.89K - $2.2K
WIT
Wipro LTD

Technology
Q1 2021 Filed on Apr 28, 2021
130
$5.73 - $6.73 $745 - $875
UMC
United Microelectronics Corp

Technology
Q1 2021 Filed on Apr 28, 2021
868
$8.01 - $10.78 $6.95K - $9.36K
TRP
Tc Energy Corp

Energy
Q1 2021 Filed on Apr 28, 2021
313
$40.84 - $47.74 $12.8K - $14.9K
TTM
Tata Motors LTD

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
157
$12.76 - $23.42 $2K - $3.68K
EQNR
Equinor Asa

Energy
Q1 2021 Filed on Apr 28, 2021
184
$16.87 - $20.71 $3.1K - $3.81K
NXST
Nexstar Media Group, Inc.

Communication Services
Q1 2021 Filed on Apr 28, 2021
3
$107.83 - $160.37 $323 - $481
SAGE
Sage Therapeutics, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
8
$70.65 - $96.76 $565 - $774
FWONK
Liberty Media Corp

Communication Services
Q1 2021 Filed on Apr 28, 2021
11
$39.61 - $47.86 $436 - $526
OEC
Orion Engineered Carbons S.A.

Basic Materials
Q1 2021 Filed on Apr 28, 2021
37
$15.23 - $20.9 $564 - $773
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