Regent Peak Wealth Advisors’s Gates Industrial GTES Stock Holding History

Regent Peak Wealth Advisors’s Portfolio GTES Stock Details GTES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-32	Closed	–	–	491
2020 Q4	$0	Buy	+32	New	+$400	﹤0.01%	1087

Other funds holding GTES

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Gates Industrial (GTES) in Q1 2021, closing a stake of 32 shares.

Regent Peak Wealth Advisors first reported a position in GTES in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 157 funds tracked by Wall St. Rank hold GTES as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Gates Industrial position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 32 Gates Industrial shares in Q1 2021.
Regent Peak Wealth Advisors first reported a position in Gates Industrial in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Gates Industrial position peaked at $0 in Q4 2020.
157 funds tracked by Wall St. Rank held Gates Industrial as of Q1 2021.

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