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Regent Peak Wealth Advisors’s Ball Corp BALL Stock Holding History

Regent Peak Wealth Advisors’s Portfolio BALL Stock Details BALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-6,543
Closed -$316K – 158
2022
Q3 		$316K Buy
6,543
+54
+0.8% +$3.32K 0.11% 109
2022
Q2 		$446K Sell
6,489
-89
-1% -$6.75K 0.15% 91
2022
Q1 		$592K Buy
+6,578
New +$598K 0.17% 77
2021
Q1 		– Sell
-609
Closed -$57K – 228
2020
Q4 		$57K Buy
+609
New +$56.3K 0.02% 291

Other funds holding BALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Regent Peak Wealth Advisors's BALL Position: Q4 2022 in Review

Regent Peak Wealth Advisors sold out of Ball Corp (BALL) in Q4 2022, closing a stake of 6,543 shares — an estimated $316K sold.

Regent Peak Wealth Advisors first reported a position in BALL in Q4 2020 and held it in 4 quarters. The position peaked at $592K in Q1 2022. 693 funds tracked by Wall St. Rank hold BALL as of Q4 2022.

  • Regent Peak Wealth Advisors reported no remaining Ball Corp position as of Q4 2022 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 6,543 Ball Corp shares in Q4 2022, an estimated $316K.
  • Regent Peak Wealth Advisors first reported a position in Ball Corp in Q4 2020 and held it in 4 quarters.
  • Regent Peak Wealth Advisors's Ball Corp position peaked at $592K in Q1 2022.
  • 693 funds tracked by Wall St. Rank held Ball Corp as of Q4 2022.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.