RPWA
GGG icon

Regent Peak Wealth Advisors’s Graco GGG Stock Holding History

Regent Peak Wealth Advisors’s Portfolio GGG Stock Details GGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-34
Closed -$2K – 468
2020
Q4 		$2K Buy
+34
New +$2.27K ﹤0.01% 817

Other funds holding GGG

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Graco (GGG) in Q1 2021, closing a stake of 34 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in GGG in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 521 funds tracked by Wall St. Rank hold GGG as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Graco position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 34 Graco shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in Graco in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Graco position peaked at $2K in Q4 2020.
  • 521 funds tracked by Wall St. Rank held Graco as of Q1 2021.

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