Regent Peak Wealth Advisors’s BioXcel Therapeutics BTAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-6	Closed	-$5K	–	263
2020 Q4	$5K	Buy	+6	New	+$4.67K	﹤0.01%	659

Other funds holding BTAI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LGM

Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of BioXcel Therapeutics (BTAI) in Q1 2021, closing a stake of 6 shares — an estimated $5K sold.

Regent Peak Wealth Advisors first reported a position in BTAI in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 116 funds tracked by Wall St. Rank hold BTAI as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining BioXcel Therapeutics position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 6 BioXcel Therapeutics shares in Q1 2021, an estimated $5K.
Regent Peak Wealth Advisors first reported a position in BioXcel Therapeutics in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's BioXcel Therapeutics position peaked at $5K in Q4 2020.
116 funds tracked by Wall St. Rank held BioXcel Therapeutics as of Q1 2021.

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