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Regent Peak Wealth Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Regent Peak Wealth Advisors’s Portfolio ELS Stock Details ELS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-36
Closed -$2K – 389
2020
Q4 		$2K Buy
+36
New +$2.22K ﹤0.01% 809

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Equity Lifestyle Properties (ELS) in Q1 2021, closing a stake of 36 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in ELS in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 415 funds tracked by Wall St. Rank hold ELS as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Equity Lifestyle Properties position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 36 Equity Lifestyle Properties shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in Equity Lifestyle Properties in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Equity Lifestyle Properties position peaked at $2K in Q4 2020.
  • 415 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q1 2021.

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