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
NTAP
Net App, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
457
$61.08 - $74.75 $27.9K - $34.2K
Vedanta Limited Sponsored Adr
Q1 2021 Filed on Apr 28, 2021
365
N/A
IYG
Ishares Tr

ETFs
Q1 2021 Filed on Apr 28, 2021
34
$48.45 - $58.92 $1.65K - $2K
IYW
Ishares Dj Us Tech ETF

ETFs
Q1 2021 Filed on Apr 28, 2021
312
$82.45 - $93.1 $25.7K - $29K
EXPE
Expedia Group, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
477
$123.21 - $185.27 $58.8K - $88.4K
SAIC
Science Applications International Corp

Technology
Q1 2021 Filed on Apr 28, 2021
3
$80.0 - $103.1 $240 - $309
Fireeye Inc Com
Q1 2021 Filed on Apr 28, 2021
12
N/A
Acceleron Pharma Inc Com
Q1 2021 Filed on Apr 28, 2021
16
N/A
CDW
Cdw Corp

Technology
Q1 2021 Filed on Apr 28, 2021
92
$127.16 - $167.9 $11.7K - $15.4K
ADSK
Autodesk, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
163
$253.1 - $320.13 $41.3K - $52.2K
DFS
Discover Financial Services

Financial Services
Q1 2021 Filed on Apr 28, 2021
269
$82.18 - $102.27 $22.1K - $27.5K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
11
$87.61 - $117.21 $964 - $1.29K
MGM
Mgm Resorts International

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
408
$28.36 - $41.23 $11.6K - $16.8K
RMD
Resmed Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
143
$179.46 - $222.28 $25.7K - $31.8K
FAST
Fastenal CO

Industrials
Q1 2021 Filed on Apr 28, 2021
429
$44.17 - $51.62 $18.9K - $22.1K
VOYA
Voya Financial, Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
13
$54.98 - $64.5 $715 - $839
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
18
$151.77 - $181.69 $2.73K - $3.27K
VRSN
Verisign Inc

Technology
Q1 2021 Filed on Apr 28, 2021
204
$188.1 - $213.58 $38.4K - $43.6K
ROK
Rockwell Automation, Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
75
$241.05 - $273.55 $18.1K - $20.5K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
186
$148.16 - $159.71 $27.6K - $29.7K
IBTX
Independent Bank Group, Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
11
$61.42 - $79.09 $676 - $870
MOH
Molina Healthcare, Inc.

Healthcare
Q1 2021 Filed on Apr 28, 2021
12
$202.54 - $243.1 $2.43K - $2.92K
PCTY
Paylocity Holding Corp

Technology
Q1 2021 Filed on Apr 28, 2021
10
$167.08 - $213.49 $1.67K - $2.13K
SBGI
Sinclair Broadcast Group Inc

Communication Services
Q1 2021 Filed on Apr 28, 2021
15
$28.79 - $38.5 $432 - $578
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
Q1 2021 Filed on Apr 28, 2021
96
$53.02 - $57.62 $5.09K - $5.53K
LENB
Lennar Corporation Cl B
Q1 2021 Filed on Apr 28, 2021
15
N/A
Apache Corp Com
Q1 2021 Filed on Apr 28, 2021
49
N/A
COTY
Coty Inc.

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
350
$6.33 - $9.37 $2.22K - $3.28K
COF
Capital One Financial Corp

Financial Services
Q1 2021 Filed on Apr 28, 2021
308
$97.84 - $132.6 $30.1K - $40.8K
TPR
Tapestry, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
192
$30.61 - $46.33 $5.88K - $8.9K
BNDX
Vanguard Total International B

ETFs
Q1 2021 Filed on Apr 28, 2021
884
$56.78 - $58.56 $50.2K - $51.8K
DOV
Dover Corp

Industrials
Q1 2021 Filed on Apr 28, 2021
508
$116.49 - $139.9 $59.2K - $71.1K
CTXS
Citrix Systems Inc

Technology
Q1 2021 Filed on Apr 28, 2021
59
$125.77 - $144.47 $7.42K - $8.52K
DGX
Quest Diagnostics Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
62
$114.63 - $133.34 $7.11K - $8.27K
AME
Ametek Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
211
$111.06 - $128.21 $23.4K - $27.1K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
16
$26.4 - $39.47 $422 - $632
SNV
Synovus Financial Corp

Financial Services
Q1 2021 Filed on Apr 28, 2021
18
$32.15 - $49.38 $579 - $889
Cimarex Energy CO Com
Q1 2021 Filed on Apr 28, 2021
18
N/A
Proofpoint Inc Com
Q1 2021 Filed on Apr 28, 2021
14
N/A
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
Q1 2021 Filed on Apr 28, 2021
1,826
$12.09 - $13.93 $22.1K - $25.4K
Wpx Energy Inc Com
Q1 2021 Filed on Apr 28, 2021
76
N/A
WEN
Wendy'S CO

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
83
$19.38 - $21.78 $1.61K - $1.81K
PB
Prosperity Bancshares Inc

Financial Services
Q1 2021 Filed on Apr 28, 2021
8
$67.44 - $80.48 $540 - $644
Tcf Finl Corp Com
Q1 2021 Filed on Apr 28, 2021
28
N/A
EA
Electronic Arts Inc.

Communication Services
Q1 2021 Filed on Apr 28, 2021
531
$127.21 - $148.97 $67.5K - $79.1K
Zynga Inc Cl A
Q1 2021 Filed on Apr 28, 2021
249
N/A
CPRI
Capri Holdings LTD

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
847
$40.59 - $56.64 $34.4K - $48K
TSCO
Tractor Supply CO

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
77
$139.71 - $178.48 $10.8K - $13.7K
APTV
Aptiv PLC

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
139
$127.96 - $156.99 $17.8K - $21.8K
Track This Portfolio

Track Regent Peak Wealth Advisors LLC Portfolio

Follow Regent Peak Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regent Peak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regent Peak Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email