RPWA
MSP

Regent Peak Wealth Advisors’s Datto Holding Corp. MSP Stock Holding History

Regent Peak Wealth Advisors’s Portfolio MSP Stock Details MSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-659
Closed -$18K – 1110
2020
Q4 		$18K Buy
+659
New +$18.7K 0.01% 474

Other funds holding MSP

VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
KC
Keenan Capital Burlingame, California $474M AUM 2.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Datto Holding Corp. (MSP) in Q1 2021, closing a stake of 659 shares — an estimated $18K sold.

Regent Peak Wealth Advisors first reported a position in MSP in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 89 funds tracked by Wall St. Rank hold MSP as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Datto Holding Corp. position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 659 Datto Holding Corp. shares in Q1 2021, an estimated $18K.
  • Regent Peak Wealth Advisors first reported a position in Datto Holding Corp. in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Datto Holding Corp. position peaked at $18K in Q4 2020.
  • 89 funds tracked by Wall St. Rank held Datto Holding Corp. as of Q1 2021.

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