Regent Peak Wealth Advisors’s Gartner IT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-111	Closed	-$18K	–	555
2020 Q4	$18K	Buy	+111	New	+$16K	0.01%	467

Other funds holding IT

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

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Gartner (IT) in Q1 2021, closing a stake of 111 shares — an estimated $18K sold.

Regent Peak Wealth Advisors first reported a position in IT in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 573 funds tracked by Wall St. Rank hold IT as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Gartner position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 111 Gartner shares in Q1 2021, an estimated $18K.
Regent Peak Wealth Advisors first reported a position in Gartner in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Gartner position peaked at $18K in Q4 2020.
573 funds tracked by Wall St. Rank held Gartner as of Q1 2021.

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