Regent Peak Wealth Advisors’s Labcorp LH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-45	Closed	-$8K	–	604
2020 Q4	$8K	Buy	+45	New	+$7.77K	﹤0.01%	588

Other funds holding LH

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

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

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

Regent Peak Wealth Advisors sold out of Labcorp (LH) in Q1 2021, closing a stake of 45 shares — an estimated $8K sold.

Regent Peak Wealth Advisors first reported a position in LH in Q4 2020 and held it in 1 quarter. The position peaked at $8K in Q4 2020. 920 funds tracked by Wall St. Rank hold LH as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Labcorp position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 45 Labcorp shares in Q1 2021, an estimated $8K.
Regent Peak Wealth Advisors first reported a position in Labcorp in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Labcorp position peaked at $8K in Q4 2020.
920 funds tracked by Wall St. Rank held Labcorp as of Q1 2021.

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