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Regent Peak Wealth Advisors’s Deutsche Bank DB Stock Holding History

Regent Peak Wealth Advisors’s Portfolio DB Stock Details DB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-97
Closed -$1K – 340
2020
Q4 		$1K Buy
+97
New +$999 ﹤0.01% 911

Other funds holding DB

Capital Research Global Investors
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HEC
Hudson Executive Capital New York $50.9M AUM 22.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Cerberus Capital Management New York $2.1B AUM 36.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Deutsche Bank (DB) in Q1 2021, closing a stake of 97 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in DB in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 225 funds tracked by Wall St. Rank hold DB as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Deutsche Bank position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 97 Deutsche Bank shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Deutsche Bank in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Deutsche Bank position peaked at $1K in Q4 2020.
  • 225 funds tracked by Wall St. Rank held Deutsche Bank as of Q1 2021.

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