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Regent Peak Wealth Advisors’s Generac Holdings GNRC Stock Holding History

Regent Peak Wealth Advisors’s Portfolio GNRC Stock Details GNRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-11
Closed -$3K – 478
2020
Q4 		$3K Buy
+11
New +$2.37K ﹤0.01% 741

Other funds holding GNRC

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Generac Holdings (GNRC) in Q1 2021, closing a stake of 11 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in GNRC in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 687 funds tracked by Wall St. Rank hold GNRC as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Generac Holdings position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 11 Generac Holdings shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in Generac Holdings in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Generac Holdings position peaked at $3K in Q4 2020.
  • 687 funds tracked by Wall St. Rank held Generac Holdings as of Q1 2021.

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