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Regent Peak Wealth Advisors’s Carlisle Companies CSL Stock Holding History

Regent Peak Wealth Advisors’s Portfolio CSL Stock Details CSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8
Closed -$1K – 329
2020
Q4 		$1K Buy
+8
New +$1.12K ﹤0.01% 905

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Harris Associates
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Regent Peak Wealth Advisors's CSL Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Carlisle Companies (CSL) in Q1 2021, closing a stake of 8 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in CSL in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 400 funds tracked by Wall St. Rank hold CSL as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Carlisle Companies position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 8 Carlisle Companies shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Carlisle Companies in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Carlisle Companies position peaked at $1K in Q4 2020.
  • 400 funds tracked by Wall St. Rank held Carlisle Companies as of Q1 2021.

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