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Regent Peak Wealth Advisors’s Albertsons Companies ACI Stock Holding History

Regent Peak Wealth Advisors’s Portfolio ACI Stock Details ACI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-74
Closed -$1K – 161
2020
Q4 		$1K Buy
+74
New +$1.12K ﹤0.01% 871

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DG
DigitalBridge Group Boca Raton, Florida $1.67B AUM 71.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Albertsons Companies (ACI) in Q1 2021, closing a stake of 74 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in ACI in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 186 funds tracked by Wall St. Rank hold ACI as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Albertsons Companies position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 74 Albertsons Companies shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Albertsons Companies in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Albertsons Companies position peaked at $1K in Q4 2020.
  • 186 funds tracked by Wall St. Rank held Albertsons Companies as of Q1 2021.

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