Regent Peak Wealth Advisors’s Douglas Emmett DEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-38	Closed	-$1K	–	345
2020 Q4	$1K	Buy	+38	New	+$1.08K	﹤0.01%	912

Other funds holding DEI

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Douglas Emmett (DEI) in Q1 2021, closing a stake of 38 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in DEI in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 243 funds tracked by Wall St. Rank hold DEI as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Douglas Emmett position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 38 Douglas Emmett shares in Q1 2021, an estimated $1K.
Regent Peak Wealth Advisors first reported a position in Douglas Emmett in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Douglas Emmett position peaked at $1K in Q4 2020.
243 funds tracked by Wall St. Rank held Douglas Emmett as of Q1 2021.

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