Regent Peak Wealth Advisors’s Morningstar MORN Stock Holding History

Regent Peak Wealth Advisors’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-9	Closed	-$2K	–	655
2020 Q4	$2K	Buy	+9	New	+$1.79K	﹤0.01%	829

Other funds holding MORN

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Morningstar (MORN) in Q1 2021, closing a stake of 9 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in MORN in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 308 funds tracked by Wall St. Rank hold MORN as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Morningstar position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 9 Morningstar shares in Q1 2021, an estimated $2K.
Regent Peak Wealth Advisors first reported a position in Morningstar in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Morningstar position peaked at $2K in Q4 2020.
308 funds tracked by Wall St. Rank held Morningstar as of Q1 2021.

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