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Regent Peak Wealth Advisors’s Aptiv APTV Stock Holding History

Regent Peak Wealth Advisors’s Portfolio APTV Stock Details APTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-139
Closed -$18K – 206
2020
Q4 		$18K Buy
+139
New +$15.4K 0.01% 464

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State Street
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Aptiv (APTV) in Q1 2021, closing a stake of 139 shares — an estimated $18K sold.

Regent Peak Wealth Advisors first reported a position in APTV in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 720 funds tracked by Wall St. Rank hold APTV as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Aptiv position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 139 Aptiv shares in Q1 2021, an estimated $18K.
  • Regent Peak Wealth Advisors first reported a position in Aptiv in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Aptiv position peaked at $18K in Q4 2020.
  • 720 funds tracked by Wall St. Rank held Aptiv as of Q1 2021.

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