RPWA
CONE

Regent Peak Wealth Advisors’s CyrusOne Inc Common Stock CONE Stock Holding History

Regent Peak Wealth Advisors’s Portfolio CONE Stock Details CONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-471
Closed -$34K – 1118
2020
Q4 		$34K Buy
+471
New +$34.2K 0.01% 365

Other funds holding CONE

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of CyrusOne Inc Common Stock (CONE) in Q1 2021, closing a stake of 471 shares — an estimated $34K sold.

Regent Peak Wealth Advisors first reported a position in CONE in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 412 funds tracked by Wall St. Rank hold CONE as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining CyrusOne Inc Common Stock position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 471 CyrusOne Inc Common Stock shares in Q1 2021, an estimated $34K.
  • Regent Peak Wealth Advisors first reported a position in CyrusOne Inc Common Stock in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's CyrusOne Inc Common Stock position peaked at $34K in Q4 2020.
  • 412 funds tracked by Wall St. Rank held CyrusOne Inc Common Stock as of Q1 2021.

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