Regent Peak Wealth Advisors’s Alector ALEC Stock Holding History

Regent Peak Wealth Advisors’s Portfolio ALEC Stock Details ALEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-25	Closed	–	–	183
2020 Q4	$0	Buy	+25	New	+$311	﹤0.01%	1053

Other funds holding ALEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Alector (ALEC) in Q1 2021, closing a stake of 25 shares.

Regent Peak Wealth Advisors first reported a position in ALEC in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 127 funds tracked by Wall St. Rank hold ALEC as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Alector position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 25 Alector shares in Q1 2021.
Regent Peak Wealth Advisors first reported a position in Alector in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Alector position peaked at $0 in Q4 2020.
127 funds tracked by Wall St. Rank held Alector as of Q1 2021.

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