Regent Peak Wealth Advisors’s Donaldson DCI Stock Holding History

Regent Peak Wealth Advisors’s Portfolio DCI Stock Details DCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-7	Closed	–	–	342
2020 Q4	$0	Buy	+7	New	+$369	﹤0.01%	1066

Other funds holding DCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Donaldson (DCI) in Q1 2021, closing a stake of 7 shares.

Regent Peak Wealth Advisors first reported a position in DCI in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 407 funds tracked by Wall St. Rank hold DCI as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Donaldson position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 7 Donaldson shares in Q1 2021.
Regent Peak Wealth Advisors first reported a position in Donaldson in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Donaldson position peaked at $0 in Q4 2020.
407 funds tracked by Wall St. Rank held Donaldson as of Q1 2021.

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