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Regent Peak Wealth Advisors’s Pediatrix Medical MD Stock Holding History

Regent Peak Wealth Advisors’s Portfolio MD Stock Details MD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-21
Closed -$1K – 634
2020
Q4 		$1K Buy
+21
New +$394 ﹤0.01% 951

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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACH
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Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Pediatrix Medical (MD) in Q1 2021, closing a stake of 21 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in MD in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 207 funds tracked by Wall St. Rank hold MD as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Pediatrix Medical position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 21 Pediatrix Medical shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Pediatrix Medical in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Pediatrix Medical position peaked at $1K in Q4 2020.
  • 207 funds tracked by Wall St. Rank held Pediatrix Medical as of Q1 2021.

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