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Regent Peak Wealth Advisors’s Crown Holdings CCK Stock Holding History

Regent Peak Wealth Advisors’s Portfolio CCK Stock Details CCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-157
Closed -$16K – 283
2020
Q4 		$16K Buy
+157
New +$14.4K 0.01% 492

Other funds holding CCK

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Crown Holdings (CCK) in Q1 2021, closing a stake of 157 shares — an estimated $16K sold.

Regent Peak Wealth Advisors first reported a position in CCK in Q4 2020 and held it in 1 quarter. The position peaked at $16K in Q4 2020. 482 funds tracked by Wall St. Rank hold CCK as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Crown Holdings position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 157 Crown Holdings shares in Q1 2021, an estimated $16K.
  • Regent Peak Wealth Advisors first reported a position in Crown Holdings in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Crown Holdings position peaked at $16K in Q4 2020.
  • 482 funds tracked by Wall St. Rank held Crown Holdings as of Q1 2021.

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