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Regent Peak Wealth Advisors’s Entergy ETR Stock Holding History

Regent Peak Wealth Advisors’s Portfolio ETR Stock Details ETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-868
Closed -$43K – 411
2020
Q4 		$43K Buy
+868
New +$45.7K 0.01% 327

Other funds holding ETR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Entergy (ETR) in Q1 2021, closing a stake of 868 shares — an estimated $43K sold.

Regent Peak Wealth Advisors first reported a position in ETR in Q4 2020 and held it in 1 quarter. The position peaked at $43K in Q4 2020. 632 funds tracked by Wall St. Rank hold ETR as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Entergy position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 868 Entergy shares in Q1 2021, an estimated $43K.
  • Regent Peak Wealth Advisors first reported a position in Entergy in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Entergy position peaked at $43K in Q4 2020.
  • 632 funds tracked by Wall St. Rank held Entergy as of Q1 2021.

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