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Regent Peak Wealth Advisors’s Pulmonx LUNG Stock Holding History

Regent Peak Wealth Advisors’s Portfolio LUNG Stock Details LUNG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-40
Closed -$3K – 616
2020
Q4 		$3K Buy
+40
New +$1.96K ﹤0.01% 751

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GGHC
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KXA
KPCB XIII Associates Menlo Park, California $186M AUM 11.23% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AICPI
ABG Innovation Capital Partners III Central, Hong Kong, Hong Kong $64.5K AUM 1.01% 1-Year Est. Return
AWGLSCP
ABG-WTT Global Life Science Capital Partners Central, Hong Kong, Hong Kong $12.3M AUM 3.13% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Pulmonx (LUNG) in Q1 2021, closing a stake of 40 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in LUNG in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 110 funds tracked by Wall St. Rank hold LUNG as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Pulmonx position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 40 Pulmonx shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in Pulmonx in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Pulmonx position peaked at $3K in Q4 2020.
  • 110 funds tracked by Wall St. Rank held Pulmonx as of Q1 2021.

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