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Regent Peak Wealth Advisors’s St. Joe Company JOE Stock Holding History

Regent Peak Wealth Advisors’s Portfolio JOE Stock Details JOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-29
Closed -$1K – 576
2020
Q4 		$1K Buy
+29
New +$923 ﹤0.01% 940

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GI
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GF
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FSCM
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Regent Peak Wealth Advisors's JOE Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of St. Joe Company (JOE) in Q1 2021, closing a stake of 29 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in JOE in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 183 funds tracked by Wall St. Rank hold JOE as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining St. Joe Company position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 29 St. Joe Company shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in St. Joe Company in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's St. Joe Company position peaked at $1K in Q4 2020.
  • 183 funds tracked by Wall St. Rank held St. Joe Company as of Q1 2021.

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