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Regent Peak Wealth Advisors’s CenterPoint Energy CNP Stock Holding History

Regent Peak Wealth Advisors’s Portfolio CNP Stock Details CNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,687
Closed -$37K – 313
2020
Q4 		$37K Buy
+1,687
New +$37.4K 0.01% 346

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Blackstone Inc
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Regent Peak Wealth Advisors's CNP Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of CenterPoint Energy (CNP) in Q1 2021, closing a stake of 1,687 shares — an estimated $37K sold.

Regent Peak Wealth Advisors first reported a position in CNP in Q4 2020 and held it in 1 quarter. The position peaked at $37K in Q4 2020. 533 funds tracked by Wall St. Rank hold CNP as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining CenterPoint Energy position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,687 CenterPoint Energy shares in Q1 2021, an estimated $37K.
  • Regent Peak Wealth Advisors first reported a position in CenterPoint Energy in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's CenterPoint Energy position peaked at $37K in Q4 2020.
  • 533 funds tracked by Wall St. Rank held CenterPoint Energy as of Q1 2021.

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