RPWA
ATVI

Regent Peak Wealth Advisors’s Activision Blizzard ATVI Stock Holding History

Regent Peak Wealth Advisors’s Portfolio ATVI Stock Details ATVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,292
Closed -$308K – 177
2023
Q3 		$308K Buy
+3,292
New +$300K 0.09% 108
2021
Q1 		– Sell
-621
Closed -$58K – 1156
2020
Q4 		$58K Buy
+621
New +$50.4K 0.02% 290

Other funds holding ATVI

BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $605M AUM 28.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
CAM
Close Asset Management London, United Kingdom $3.69B AUM 21.62% 1-Year Est. Return
AJ
Ashburton (Jersey) St Helier, Jersey $227M AUM
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
VWA
Valued Wealth Advisors Holladay, Utah $275M AUM 24.94% 1-Year Est. Return

Regent Peak Wealth Advisors's ATVI Position: Q4 2023 in Review

Regent Peak Wealth Advisors sold out of Activision Blizzard (ATVI) in Q4 2023, closing a stake of 3,292 shares — an estimated $308K sold.

Regent Peak Wealth Advisors first reported a position in ATVI in Q4 2020 and held it in 2 quarters. The position peaked at $308K in Q3 2023. 12 funds tracked by Wall St. Rank hold ATVI as of Q4 2023.

  • Regent Peak Wealth Advisors reported no remaining Activision Blizzard position as of Q4 2023 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 3,292 Activision Blizzard shares in Q4 2023, an estimated $308K.
  • Regent Peak Wealth Advisors first reported a position in Activision Blizzard in Q4 2020 and held it in 2 quarters.
  • Regent Peak Wealth Advisors's Activision Blizzard position peaked at $308K in Q3 2023.
  • 12 funds tracked by Wall St. Rank held Activision Blizzard as of Q4 2023.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.