Regent Peak Wealth Advisors’s KBR KBR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-366	Closed	-$11K	–	579
2020 Q4	$11K	Buy	+366	New	+$9.63K	﹤0.01%	550

Other funds holding KBR

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SCM

Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of KBR (KBR) in Q1 2021, closing a stake of 366 shares — an estimated $11K sold.

Regent Peak Wealth Advisors first reported a position in KBR in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 276 funds tracked by Wall St. Rank hold KBR as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining KBR position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 366 KBR shares in Q1 2021, an estimated $11K.
Regent Peak Wealth Advisors first reported a position in KBR in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's KBR position peaked at $11K in Q4 2020.
276 funds tracked by Wall St. Rank held KBR as of Q1 2021.

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