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Regent Peak Wealth Advisors’s Chipotle Mexican Grill CMG Stock Holding History

Regent Peak Wealth Advisors’s Portfolio CMG Stock Details CMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-600
Closed -$17K – 305
2020
Q4 		$17K Buy
+600
New +$15.7K 0.01% 477

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PSCM
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State Street
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Fidelity Investments
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Jennison Associates
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Chipotle Mexican Grill (CMG) in Q1 2021, closing a stake of 600 shares — an estimated $17K sold.

Regent Peak Wealth Advisors first reported a position in CMG in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 787 funds tracked by Wall St. Rank hold CMG as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Chipotle Mexican Grill position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 600 Chipotle Mexican Grill shares in Q1 2021, an estimated $17K.
  • Regent Peak Wealth Advisors first reported a position in Chipotle Mexican Grill in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Chipotle Mexican Grill position peaked at $17K in Q4 2020.
  • 787 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q1 2021.

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