Regent Peak Wealth Advisors’s State Street SPDR Bloomberg 1-3 Month T-Bill ETF BIL Stock Holding History

Regent Peak Wealth Advisors’s Portfolio BIL Stock Details BIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,176	Closed	-$108K	–	242
2020 Q4	$108K	Buy	+1,176	New	+$108K	0.04%	208

Other funds holding BIL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FWM

Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL) in Q1 2021, closing a stake of 1,176 shares — an estimated $108K sold.

Regent Peak Wealth Advisors first reported a position in BIL in Q4 2020 and held it in 1 quarter. The position peaked at $108K in Q4 2020. 402 funds tracked by Wall St. Rank hold BIL as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining State Street SPDR Bloomberg 1-3 Month T-Bill ETF position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 1,176 State Street SPDR Bloomberg 1-3 Month T-Bill ETF shares in Q1 2021, an estimated $108K.
Regent Peak Wealth Advisors first reported a position in State Street SPDR Bloomberg 1-3 Month T-Bill ETF in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's State Street SPDR Bloomberg 1-3 Month T-Bill ETF position peaked at $108K in Q4 2020.
402 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-3 Month T-Bill ETF as of Q1 2021.

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