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Regent Peak Wealth Advisors’s Estee Lauder EL Stock Holding History

Regent Peak Wealth Advisors’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-388
Closed -$103K – 387
2020
Q4 		$103K Buy
+388
New +$93.3K 0.03% 217

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Jennison Associates
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Edgewood Management
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Fundsmith LLP
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JP Morgan Chase
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Estee Lauder (EL) in Q1 2021, closing a stake of 388 shares — an estimated $103K sold.

Regent Peak Wealth Advisors first reported a position in EL in Q4 2020 and held it in 1 quarter. The position peaked at $103K in Q4 2020. 1,130 funds tracked by Wall St. Rank hold EL as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Estee Lauder position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 388 Estee Lauder shares in Q1 2021, an estimated $103K.
  • Regent Peak Wealth Advisors first reported a position in Estee Lauder in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Estee Lauder position peaked at $103K in Q4 2020.
  • 1,130 funds tracked by Wall St. Rank held Estee Lauder as of Q1 2021.

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