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Regent Peak Wealth Advisors’s W.W. Grainger GWW Stock Holding History

Regent Peak Wealth Advisors’s Portfolio GWW Stock Details GWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-42
Closed -$17K – 494
2020
Q4 		$17K Buy
+42
New +$16.5K 0.01% 481

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of W.W. Grainger (GWW) in Q1 2021, closing a stake of 42 shares — an estimated $17K sold.

Regent Peak Wealth Advisors first reported a position in GWW in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 766 funds tracked by Wall St. Rank hold GWW as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining W.W. Grainger position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 42 W.W. Grainger shares in Q1 2021, an estimated $17K.
  • Regent Peak Wealth Advisors first reported a position in W.W. Grainger in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's W.W. Grainger position peaked at $17K in Q4 2020.
  • 766 funds tracked by Wall St. Rank held W.W. Grainger as of Q1 2021.

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