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Regent Peak Wealth Advisors’s Equinor EQNR Stock Holding History

Regent Peak Wealth Advisors’s Portfolio EQNR Stock Details EQNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-184
Closed -$3K – 403
2020
Q4 		$3K Buy
+184
New +$2.78K ﹤0.01% 736

Other funds holding EQNR

F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Equinor (EQNR) in Q1 2021, closing a stake of 184 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in EQNR in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 229 funds tracked by Wall St. Rank hold EQNR as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Equinor position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 184 Equinor shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in Equinor in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Equinor position peaked at $3K in Q4 2020.
  • 229 funds tracked by Wall St. Rank held Equinor as of Q1 2021.

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