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
XYL
Xylem Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
56
$95.12 - $108.48 $5.33K - $6.07K
VOT
Vanguard Mid Cap Growth Index

ETFs
Q1 2021 Filed on Apr 28, 2021
27
$204.75 - $230.34 $5.53K - $6.22K
HSY
Hershey CO

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
241
$144.37 - $161.13 $34.8K - $38.8K
GWRE
Guidewire Software, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
6
$97.8 - $132.54 $587 - $795
USO
United States Oil Fund, LP

ETFs
Q1 2021 Filed on Apr 28, 2021
57
$32.38 - $44.6 $1.85K - $2.54K
MAA
Mid America Apartment Communities Inc.

Real Estate
Q1 2021 Filed on Apr 28, 2021
40
$122.67 - $148.59 $4.91K - $5.94K
SPLK
Splunk Inc

Technology
Q1 2021 Filed on Apr 28, 2021
91
$131.03 - $175.09 $11.9K - $15.9K
CSGP
Costar Group, Inc.

Real Estate
Q1 2021 Filed on Apr 28, 2021
37
$75.85 - $93.98 $2.81K - $3.48K
HZNP
Horizon Therapeutics Public LTD CO

Healthcare
Q1 2021 Filed on Apr 28, 2021
56
$71.83 - $95.48 $4.02K - $5.35K
Retail Pptys Amer Inc Cl A
Q1 2021 Filed on Apr 28, 2021
56
N/A
ENPH
Enphase Energy, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
32
$132.06 - $213.76 $4.23K - $6.84K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
Q1 2021 Filed on Apr 28, 2021
1,576
$26.12 - $27.38 $41.2K - $43.2K
RXN
Zurn Water Solutions Corporation

Industrials
Q1 2021 Filed on Apr 28, 2021
19
N/A
VIPS
Vipshop Holdings LTD

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
69
$27.42 - $45.58 $1.89K - $3.15K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
89
$37.69 - $45.31 $3.35K - $4.03K
K
Kellogg CO

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
367
$56.86 - $64.95 $20.9K - $23.8K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q1 2021 Filed on Apr 28, 2021
95
$82.41 - $96.0 $7.83K - $9.12K
AIRC
Apartment Income Reit Corp.

Real Estate
Q1 2021 Filed on Apr 28, 2021
26
$36.9 - $45.4 $959 - $1.18K
BOKF
Bok Financial Corp

Financial Services
Q1 2021 Filed on Apr 28, 2021
17
$69.41 - $97.79 $1.18K - $1.66K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
Q1 2021 Filed on Apr 28, 2021
11
$48.31 - $62.89 $531 - $692
FNB
Fnb Corp

Financial Services
Q1 2021 Filed on Apr 28, 2021
62
$9.45 - $13.43 $586 - $833
BMRN
Biomarin Pharmaceutical Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
118
$74.73 - $90.69 $8.82K - $10.7K
CHE
Chemed Corp

Healthcare
Q1 2021 Filed on Apr 28, 2021
3
$420.53 - $556.02 $1.26K - $1.67K
SAH
Sonic Automotive Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
26
$38.59 - $55.08 $1K - $1.43K
VNT
Vontier Corp

Technology
Q1 2021 Filed on Apr 28, 2021
192
$30.27 - $35.9 $5.81K - $6.89K
LUNG
Pulmonx Corp

Healthcare
Q1 2021 Filed on Apr 28, 2021
40
$44.0 - $67.54 $1.76K - $2.7K
PRFT
Perficient Inc

Technology
Q1 2021 Filed on Apr 28, 2021
12
$46.45 - $62.65 $557 - $752
Alexion Pharmaceuticals Inc Com
Q1 2021 Filed on Apr 28, 2021
243
N/A
ZG
Zillow Group, Inc.

Communication Services
Q1 2021 Filed on Apr 28, 2021
7
$122.88 - $203.79 $860 - $1.43K
Hollyfrontier Corp Com
Q1 2021 Filed on Apr 28, 2021
421
N/A
MPC
Marathon Petroleum Corp

Energy
Q1 2021 Filed on Apr 28, 2021
486
$40.75 - $58.18 $19.8K - $28.3K
LSTR
Landstar System Inc

Industrials
Q1 2021 Filed on Apr 28, 2021
25
$133.09 - $169.21 $3.33K - $4.23K
STBA
S&T Bancorp Inc

Financial Services
Q1 2021 Filed on Apr 28, 2021
29
$24.64 - $35.0 $715 - $1.02K
CATY
Cathay General Bancorp

Financial Services
Q1 2021 Filed on Apr 28, 2021
18
$31.99 - $44.92 $576 - $809
FCNCA
First Citizens Bancshares Inc

Financial Services
Q1 2021 Filed on Apr 28, 2021
3
$568.46 - $861.52 $1.71K - $2.58K
AI
C3.Ai, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
100
$62.01 - $168.92 $6.2K - $16.9K
AXS
Axis Capital Holdings LTD

Financial Services
Q1 2021 Filed on Apr 28, 2021
3
$45.0 - $53.09 $135 - $159
WF
Woori Financial Group Inc.

Financial Services
Q1 2021 Filed on Apr 28, 2021
18
$23.89 - $28.07 $430 - $505
CNXC
Concentrix Corp

Technology
Q1 2021 Filed on Apr 28, 2021
12
$99.69 - $149.72 $1.2K - $1.8K
FNV
Franco Nevada Corp

Basic Materials
Q1 2021 Filed on Apr 28, 2021
131
$106.16 - $132.43 $13.9K - $17.3K
FSLR
First Solar, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
2
$71.45 - $107.53 $143 - $215
UCTT
Ultra Clean Holdings, Inc.

Technology
Q1 2021 Filed on Apr 28, 2021
34
$33.82 - $58.04 $1.15K - $1.97K
VTRS
Viatris Inc

Healthcare
Q1 2021 Filed on Apr 28, 2021
1,719
$13.59 - $18.54 $23.4K - $31.9K
TEAM
Atlassian Corp PLC

Technology
Q1 2021 Filed on Apr 28, 2021
63
$204.43 - $258.41 $12.9K - $16.3K
BRKR
Bruker Corp

Healthcare
Q1 2021 Filed on Apr 28, 2021
12
$53.31 - $64.28 $640 - $771
Datto Hldg Corp Com
Q1 2021 Filed on Apr 28, 2021
659
N/A
BFB
Brown Forman Corp Cl B
Q1 2021 Filed on Apr 28, 2021
227
N/A
KSU
Kansas City Southern

Industrials
Q1 2021 Filed on Apr 28, 2021
456
N/A
CCK
Crown Holdings Inc

Consumer Cyclical
Q1 2021 Filed on Apr 28, 2021
157
$86.0 - $101.01 $13.5K - $15.9K
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