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Regent Peak Wealth Advisors’s Martin Marietta Materials MLM Stock Holding History

Regent Peak Wealth Advisors’s Portfolio MLM Stock Details MLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-19
Closed -$5K – 649
2020
Q4 		$5K Buy
+19
New +$5.06K ﹤0.01% 673

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Baillie Gifford & Co
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Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Martin Marietta Materials (MLM) in Q1 2021, closing a stake of 19 shares — an estimated $5K sold.

Regent Peak Wealth Advisors first reported a position in MLM in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 691 funds tracked by Wall St. Rank hold MLM as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Martin Marietta Materials position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 19 Martin Marietta Materials shares in Q1 2021, an estimated $5K.
  • Regent Peak Wealth Advisors first reported a position in Martin Marietta Materials in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Martin Marietta Materials position peaked at $5K in Q4 2020.
  • 691 funds tracked by Wall St. Rank held Martin Marietta Materials as of Q1 2021.

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