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Regent Peak Wealth Advisors’s Campbell Soup CPB Stock Holding History

Regent Peak Wealth Advisors’s Portfolio CPB Stock Details CPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-104
Closed -$5K – 322
2020
Q4 		$5K Buy
+104
New +$5.03K ﹤0.01% 661

Other funds holding CPB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Campbell Soup (CPB) in Q1 2021, closing a stake of 104 shares — an estimated $5K sold.

Regent Peak Wealth Advisors first reported a position in CPB in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 572 funds tracked by Wall St. Rank hold CPB as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Campbell Soup position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 104 Campbell Soup shares in Q1 2021, an estimated $5K.
  • Regent Peak Wealth Advisors first reported a position in Campbell Soup in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Campbell Soup position peaked at $5K in Q4 2020.
  • 572 funds tracked by Wall St. Rank held Campbell Soup as of Q1 2021.

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