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Regent Peak Wealth Advisors’s Bath & Body Works BBWI Stock Holding History

Regent Peak Wealth Advisors’s Portfolio BBWI Stock Details BBWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-19
Closed -$1K – 233
2020
Q4 		$1K Buy
+19
New +$552 ﹤0.01% 887

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ECU
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Primecap Management
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State Street
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MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return
SCM
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Goldman Sachs
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Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Bath & Body Works (BBWI) in Q1 2021, closing a stake of 19 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in BBWI in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 512 funds tracked by Wall St. Rank hold BBWI as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Bath & Body Works position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 19 Bath & Body Works shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Bath & Body Works in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Bath & Body Works position peaked at $1K in Q4 2020.
  • 512 funds tracked by Wall St. Rank held Bath & Body Works as of Q1 2021.

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