RPWA
ABB

Regent Peak Wealth Advisors’s ABB Ltd ABB Stock Holding History

Regent Peak Wealth Advisors’s Portfolio ABB Stock Details ABB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-26
Closed -$1K – 1086
2020
Q4 		$1K Buy
+26
New +$693 ﹤0.01% 1033

Other funds holding ABB

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Regent Peak Wealth Advisors's ABB Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of ABB Ltd (ABB) in Q1 2021, closing a stake of 26 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in ABB in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 401 funds tracked by Wall St. Rank hold ABB as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining ABB Ltd position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 26 ABB Ltd shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in ABB Ltd in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's ABB Ltd position peaked at $1K in Q4 2020.
  • 401 funds tracked by Wall St. Rank held ABB Ltd as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.