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Regent Peak Wealth Advisors’s ASE Group ASX Stock Holding History

Regent Peak Wealth Advisors’s Portfolio ASX Stock Details ASX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-96
Closed -$1K – 210
2020
Q4 		$1K Buy
+96
New +$479 ﹤0.01% 880

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EARNEST Partners
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UBS Group
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CCMG
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Regent Peak Wealth Advisors's ASX Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of ASE Group (ASX) in Q1 2021, closing a stake of 96 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in ASX in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 176 funds tracked by Wall St. Rank hold ASX as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining ASE Group position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 96 ASE Group shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in ASE Group in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's ASE Group position peaked at $1K in Q4 2020.
  • 176 funds tracked by Wall St. Rank held ASE Group as of Q1 2021.

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