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Regent Peak Wealth Advisors’s Lincoln Electric LECO Stock Holding History

Regent Peak Wealth Advisors’s Portfolio LECO Stock Details LECO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-6
Closed -$1K – 600
2020
Q4 		$1K Buy
+6
New +$657 ﹤0.01% 947

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Lincoln Electric (LECO) in Q1 2021, closing a stake of 6 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in LECO in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 343 funds tracked by Wall St. Rank hold LECO as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Lincoln Electric position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 6 Lincoln Electric shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Lincoln Electric in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Lincoln Electric position peaked at $1K in Q4 2020.
  • 343 funds tracked by Wall St. Rank held Lincoln Electric as of Q1 2021.

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