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Regent Peak Wealth Advisors’s Moelis & Co MC Stock Holding History

Regent Peak Wealth Advisors’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-118
Closed -$6K – 630
2020
Q4 		$6K Buy
+118
New +$4.75K ﹤0.01% 635

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LCOV
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AllianceBernstein
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JP Morgan Chase
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TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Moelis & Co (MC) in Q1 2021, closing a stake of 118 shares — an estimated $6K sold.

Regent Peak Wealth Advisors first reported a position in MC in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 259 funds tracked by Wall St. Rank hold MC as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Moelis & Co position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 118 Moelis & Co shares in Q1 2021, an estimated $6K.
  • Regent Peak Wealth Advisors first reported a position in Moelis & Co in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Moelis & Co position peaked at $6K in Q4 2020.
  • 259 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2021.

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