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Regent Peak Wealth Advisors’s Empire State Realty Trust ESRT Stock Holding History

Regent Peak Wealth Advisors’s Portfolio ESRT Stock Details ESRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-168
Closed -$2K – 407
2020
Q4 		$2K Buy
+168
New +$1.33K ﹤0.01% 811

Other funds holding ESRT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
EIC
Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Empire State Realty Trust (ESRT) in Q1 2021, closing a stake of 168 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in ESRT in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 185 funds tracked by Wall St. Rank hold ESRT as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Empire State Realty Trust position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 168 Empire State Realty Trust shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in Empire State Realty Trust in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Empire State Realty Trust position peaked at $2K in Q4 2020.
  • 185 funds tracked by Wall St. Rank held Empire State Realty Trust as of Q1 2021.

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