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Regent Peak Wealth Advisors’s Landstar System LSTR Stock Holding History

Regent Peak Wealth Advisors’s Portfolio LSTR Stock Details LSTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-25
Closed -$3K – 614
2020
Q4 		$3K Buy
+25
New +$3.28K ﹤0.01% 750

Other funds holding LSTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Landstar System (LSTR) in Q1 2021, closing a stake of 25 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in LSTR in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 386 funds tracked by Wall St. Rank hold LSTR as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Landstar System position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 25 Landstar System shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in Landstar System in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Landstar System position peaked at $3K in Q4 2020.
  • 386 funds tracked by Wall St. Rank held Landstar System as of Q1 2021.

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