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Regent Peak Wealth Advisors’s Jones Lang LaSalle JLL Stock Holding History

Regent Peak Wealth Advisors’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-200
Closed -$30K – 574
2020
Q4 		$30K Buy
+200
New +$25.7K 0.01% 385

Other funds holding JLL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Jones Lang LaSalle (JLL) in Q1 2021, closing a stake of 200 shares — an estimated $30K sold.

Regent Peak Wealth Advisors first reported a position in JLL in Q4 2020 and held it in 1 quarter. The position peaked at $30K in Q4 2020. 378 funds tracked by Wall St. Rank hold JLL as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Jones Lang LaSalle position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 200 Jones Lang LaSalle shares in Q1 2021, an estimated $30K.
  • Regent Peak Wealth Advisors first reported a position in Jones Lang LaSalle in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Jones Lang LaSalle position peaked at $30K in Q4 2020.
  • 378 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q1 2021.

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