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
PPG
Ppg Industries Inc

Basic Materials
Q1 2021 Filed on Apr 28, 2021
216
$134.45 - $155.52 $29K - $33.6K
IEX
Idex Corp

Industrials
Q1 2021 Filed on Apr 28, 2021
225
$186.19 - $210.46 $41.9K - $47.4K
AEE
Ameren Corp

Utilities
Q1 2021 Filed on Apr 28, 2021
311
$70.27 - $82.67 $21.9K - $25.7K
GIS
General Mills Inc

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
1,377
$54.37 - $62.49 $74.9K - $86K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
Q1 2021 Filed on Apr 28, 2021
119
$7.21 - $11.72 $858 - $1.39K
BATRA
Liberty Media Corp

Communication Services
Q1 2021 Filed on Apr 28, 2021
22
$25.29 - $32.27 $556 - $710
BATRK
Liberty Media Corp Del

Communication Services
Q1 2021 Filed on Apr 28, 2021
16
$25.27 - $31.38 $404 - $502
LSXMK
Liberty Media Corp

Communication Services
Q1 2021 Filed on Apr 28, 2021
4
$39.85 - $47.04 $159 - $188
LSXMA
Liberty Media Corp

Communication Services
Q1 2021 Filed on Apr 28, 2021
4
$39.88 - $46.94 $160 - $188
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q1 2021 Filed on Apr 28, 2021
573
$35.06 - $39.91 $20.1K - $22.9K
NGVT
Ingevity Corp

Basic Materials
Q1 2021 Filed on Apr 28, 2021
8
$65.69 - $79.62 $526 - $637
MAR
Marriott International Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
84
$116.31 - $157.5 $9.77K - $13.2K
BIIB
Biogen Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
415
$242.95 - $284.63 $101K - $118K
RETA
Reata Pharmaceuticals Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
13
$94.25 - $132.81 $1.23K - $1.73K
WLY
John Wiley & Sons, Inc.

Communication Services
Q1 2021 Filed on Apr 28, 2021
13
$45.41 - $54.95 $590 - $714
JBHT
Hunt J B Transport Services Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
216
$134.66 - $169.34 $29.1K - $36.6K
SIGI
Selective Insurance Group Inc

Financial Services
Q1 2021 Filed on Apr 28, 2021
25
$63.6 - $77.36 $1.59K - $1.93K
PRGO
Perrigo CO PLC

Healthcare
Q1 2021 Filed on Apr 28, 2021
640
$40.36 - $46.12 $25.8K - $29.5K
AVB
Avalonbay Communities Inc

Real Estate
Q1 2021 Filed on Apr 28, 2021
26
$155.07 - $193.42 $4.03K - $5.03K
CAE
Cae Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
42
$22.22 - $30.58 $933 - $1.28K
ESS
Essex Property Trust, Inc.

Real Estate
Q1 2021 Filed on Apr 28, 2021
18
$227.22 - $293.76 $4.09K - $5.29K
USFD
Us Foods Holding Corp.

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
13
$30.99 - $40.43 $403 - $526
VTR
Ventas, Inc.

Real Estate
Q1 2021 Filed on Apr 28, 2021
2,058
$46.07 - $57.17 $94.8K - $118K
CCL
Carnival Corp

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
2,338
$18.67 - $29.79 $43.7K - $69.6K
FFIV
F5, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
285
$175.85 - $210.62 $50.1K - $60K
PRPL
Purple Innovation, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
100
$24.37 - $40.05 $2.44K - $4K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q1 2021 Filed on Apr 28, 2021
180
$60.31 - $64.68 $10.9K - $11.6K
AFYA
Afya LTD

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
150
$18.59 - $25.52 $2.79K - $3.83K
GMAB
Genmab A/S

Healthcare
Q1 2021 Filed on Apr 28, 2021
60
$30.92 - $44.4 $1.86K - $2.66K
CHNG
Change Healthcare Inc.
Q1 2021 Filed on Apr 28, 2021
18
$18.24 - $24.14 $328 - $435
ADPT
Adaptive Biotechnologies Corp

Healthcare
Q1 2021 Filed on Apr 28, 2021
88
$37.26 - $67.74 $3.28K - $5.96K
BBIO
Bridge Bio Pharma, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
9
$55.47 - $72.35 $499 - $651
TER
Teradyne, Inc

Technology
Q1 2021 Filed on Apr 28, 2021
51
$104.2 - $143.64 $5.31K - $7.33K
RSP
Invesco S&P 500 Equal Weight E

ETFs
Q1 2021 Filed on Apr 28, 2021
110
$125.7 - $142.8 $13.8K - $15.7K
IAA
Iaa, Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
3
$53.97 - $66.09 $162 - $198
GO
Grocery Outlet Holding Corp.

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
10
$35.27 - $46.12 $353 - $461
Slack Technologies Inc Com Cl A
Q1 2021 Filed on Apr 28, 2021
113
N/A
TRGP
Targa Resources Corp.

Energy
Q1 2021 Filed on Apr 28, 2021
58
$26.16 - $34.77 $1.52K - $2.02K
ECPG
Encore Capital Group Inc

Financial Services
Q1 2021 Filed on Apr 28, 2021
15
$29.7 - $42.3 $446 - $635
EFG
Msci Eafe Growth ETF

ETFs
Q1 2021 Filed on Apr 28, 2021
58
$97.17 - $105.39 $5.64K - $6.11K
GOTU
Gaotu Techedu Inc.

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
5
$31.78 - $142.7 $159 - $714
KGC
Kinross Gold Corp

Basic Materials
Q1 2021 Filed on Apr 28, 2021
282
$6.19 - $8.01 $1.75K - $2.26K
Nov Inc Com
Q1 2021 Filed on Apr 28, 2021
149
N/A
LDOS
Leidos Holdings, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
187
$88.45 - $112.7 $16.5K - $21.1K
NLSN
Nielsen Holdings PLC

Industrials
Q1 2021 Filed on Apr 28, 2021
222
$20.23 - $26.62 $4.49K - $5.91K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
19
$101.35 - $167.42 $1.93K - $3.18K
DDOG
Datadog, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
50
$77.04 - $117.85 $3.85K - $5.89K
TXG
10x Genomics, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
18
$140.25 - $196.86 $2.52K - $3.54K
PPC
Pilgrims Pride Corp

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
10
$18.73 - $25.45 $187 - $255
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