RPWA
DNB

Regent Peak Wealth Advisors’s Dun & Bradstreet DNB Stock Holding History

Regent Peak Wealth Advisors’s Portfolio DNB Stock Details DNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6
Closed – – 358
2020
Q4 		$0 Buy
+6
New +$160 ﹤0.01% 1070

Other funds holding DNB

THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
CH
Cannae Holdings Las Vegas, Nevada $134M AUM 85.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Dun & Bradstreet (DNB) in Q1 2021, closing a stake of 6 shares.

Regent Peak Wealth Advisors first reported a position in DNB in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 142 funds tracked by Wall St. Rank hold DNB as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Dun & Bradstreet position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 6 Dun & Bradstreet shares in Q1 2021.
  • Regent Peak Wealth Advisors first reported a position in Dun & Bradstreet in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Dun & Bradstreet position peaked at $0 in Q4 2020.
  • 142 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q1 2021.

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