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Regent Peak Wealth Advisors’s Flowserve FLS Stock Holding History

Regent Peak Wealth Advisors’s Portfolio FLS Stock Details FLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,826
Closed -$67K – 441
2020
Q4 		$67K Buy
+1,826
New +$59.8K 0.02% 264

Other funds holding FLS

EdgePoint Investment Group
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Beutel, Goodman & Co
Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Flowserve (FLS) in Q1 2021, closing a stake of 1,826 shares — an estimated $67K sold.

Regent Peak Wealth Advisors first reported a position in FLS in Q4 2020 and held it in 1 quarter. The position peaked at $67K in Q4 2020. 307 funds tracked by Wall St. Rank hold FLS as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Flowserve position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 1,826 Flowserve shares in Q1 2021, an estimated $67K.
  • Regent Peak Wealth Advisors first reported a position in Flowserve in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Flowserve position peaked at $67K in Q4 2020.
  • 307 funds tracked by Wall St. Rank held Flowserve as of Q1 2021.

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