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Regent Peak Wealth Advisors’s Coty COTY Stock Holding History

Regent Peak Wealth Advisors’s Portfolio COTY Stock Details COTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-350
Closed -$2K – 321
2020
Q4 		$2K Buy
+350
New +$1.8K ﹤0.01% 805

Other funds holding COTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PCM
Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Coty (COTY) in Q1 2021, closing a stake of 350 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in COTY in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 280 funds tracked by Wall St. Rank hold COTY as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Coty position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 350 Coty shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in Coty in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Coty position peaked at $2K in Q4 2020.
  • 280 funds tracked by Wall St. Rank held Coty as of Q1 2021.

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