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
W
Wayfair Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
17
$236.46 - $345.47 $4.02K - $5.87K
CDK
Cdk Global, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
64
$49.51 - $55.15 $3.17K - $3.53K
CFG
Citizens Financial Group Inc

Financial Services
Q1 2021 Filed on Apr 28, 2021
957
$35.21 - $46.38 $33.7K - $44.4K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
574
$222.72 - $270.83 $128K - $155K
IPGP
Ipg Photonics Corp

Technology
Q1 2021 Filed on Apr 28, 2021
72
$197.51 - $258.58 $14.2K - $18.6K
SCTL
Societal Cdmo Inc Com

Healthcare
Q1 2021 Filed on Apr 28, 2021
100
N/A
CGC
Canopy Growth Corp

Healthcare
Q1 2021 Filed on Apr 28, 2021
100
$26.12 - $52.17 $2.61K - $5.22K
TNDM
Tandem Diabetes Care Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
16
$81.28 - $104.34 $1.3K - $1.67K
TRMB
Trimble Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
25
$65.91 - $77.79 $1.65K - $1.94K
AXON
Axon Enterprise, Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
23
$116.85 - $203.51 $2.69K - $4.68K
SYF
Synchrony Financial

Financial Services
Q1 2021 Filed on Apr 28, 2021
429
$33.65 - $43.14 $14.4K - $18.5K
CTLT
Catalent, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
285
$101.51 - $125.27 $28.9K - $35.7K
Grace W R & CO Del New Com
Q1 2021 Filed on Apr 28, 2021
4
N/A
NTES
Net Ease, Inc.

Communication Services
Q1 2021 Filed on Apr 28, 2021
270
$96.74 - $132.47 $26.1K - $35.8K
TDG
Trans Digm Group Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
23
$518.59 - $619.89 $11.9K - $14.3K
Quidel Corp Com
Q1 2021 Filed on Apr 28, 2021
7
N/A
IGT
International Game Technology PLC

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
56
$15.39 - $19.71 $862 - $1.1K
TSN
Tyson Foods, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
123
$63.45 - $76.93 $7.8K - $9.46K
OTIS
Otis Worldwide Corp

Industrials
Q1 2021 Filed on Apr 28, 2021
56
$62.24 - $69.91 $3.49K - $3.91K
Grubhub Inc Com
Q1 2021 Filed on Apr 28, 2021
9
N/A
BBY
Best Buy CO Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
164
$98.24 - $120.96 $16.1K - $19.8K
TWOU
2 U, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
4
$34.21 - $55.55 $137 - $222
BKR
Baker Hughes CO

Energy
Q1 2021 Filed on Apr 28, 2021
612
$20.09 - $25.15 $12.3K - $15.4K
HPQ
Hp Inc

Technology
Q1 2021 Filed on Apr 28, 2021
445
$24.11 - $31.75 $10.7K - $14.1K
MEI
Methode Electronics Inc

Technology
Q1 2021 Filed on Apr 28, 2021
20
$37.59 - $46.82 $752 - $936
JLL
Jones Lang Lasalle Inc

Real Estate
Q1 2021 Filed on Apr 28, 2021
200
$142.33 - $181.78 $28.5K - $36.4K
KB
Kb Financial Group Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
28
$36.26 - $49.43 $1.02K - $1.38K
LPL
Lg Display Co., Ltd.

Technology
Q1 2021 Filed on Apr 28, 2021
274
$8.64 - $11.19 $2.37K - $3.07K
Ihs Markit LTD Shs
Q1 2021 Filed on Apr 28, 2021
1,022
N/A
CNI
Canadian National Railway CO

Industrials
Q1 2021 Filed on Apr 28, 2021
33
$101.17 - $118.12 $3.34K - $3.9K
ANET
Arista Networks, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
44
$66.96 - $80.83 $2.95K - $3.56K
AEM
Agnico Eagle Mines LTD

Basic Materials
Q1 2021 Filed on Apr 28, 2021
14
$55.36 - $76.39 $775 - $1.07K
Parsley Energy Inc Cl A
Q1 2021 Filed on Apr 28, 2021
233
N/A
JD
Jd.Com, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
42
$78.71 - $106.88 $3.31K - $4.49K
ZION
Zions Bancorporation, National Association

Financial Services
Q1 2021 Filed on Apr 28, 2021
353
$42.93 - $59.06 $15.2K - $20.8K
ZEN
Zendesk, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
30
$125.49 - $158.0 $3.76K - $4.74K
WMB
Williams Companies, Inc.

Energy
Q1 2021 Filed on Apr 28, 2021
1,146
$20.1 - $24.56 $23K - $28.1K
QGEN
Qiagen N.V.

Healthcare
Q1 2021 Filed on Apr 28, 2021
9
$46.25 - $56.02 $416 - $504
PHI
Pldt Inc.

Communication Services
Q1 2021 Filed on Apr 28, 2021
70
$25.22 - $30.78 $1.77K - $2.15K
ARES
Ares Management Corp

Financial Services
Q1 2021 Filed on Apr 28, 2021
41
$44.54 - $56.03 $1.83K - $2.3K
KLAC
Kla Corp

Technology
Q1 2021 Filed on Apr 28, 2021
183
$260.33 - $337.18 $47.6K - $61.7K
DCT
Duck Creek Technologies, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
3
$40.65 - $59.36 $122 - $178
IR
Ingersoll Rand Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
47
$40.81 - $50.76 $1.92K - $2.39K
VALE
Vale S.A.

Basic Materials
Q1 2021 Filed on Apr 28, 2021
35
$16.15 - $18.94 $565 - $663
Marvell Technology Group LTD Ord
Q1 2021 Filed on Apr 28, 2021
1,506
N/A
PENN
Penn National Gaming Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
50
$80.89 - $136.47 $4.04K - $6.82K
UNM
Unum Group

Financial Services
Q1 2021 Filed on Apr 28, 2021
1,422
$22.09 - $29.44 $31.4K - $41.9K
DVA
Davita Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
92
$99.98 - $123.89 $9.2K - $11.4K
GEN
Gen Digital Inc Com
Q1 2021 Filed on Apr 28, 2021
202
N/A
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