RPWA
NDAQ icon

Regent Peak Wealth Advisors’s Nasdaq NDAQ Stock Holding History

Regent Peak Wealth Advisors’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-267
Closed -$12K – 674
2020
Q4 		$12K Buy
+267
New +$11.3K ﹤0.01% 537

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Nasdaq (NDAQ) in Q1 2021, closing a stake of 267 shares — an estimated $12K sold.

Regent Peak Wealth Advisors first reported a position in NDAQ in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 590 funds tracked by Wall St. Rank hold NDAQ as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Nasdaq position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 267 Nasdaq shares in Q1 2021, an estimated $12K.
  • Regent Peak Wealth Advisors first reported a position in Nasdaq in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Nasdaq position peaked at $12K in Q4 2020.
  • 590 funds tracked by Wall St. Rank held Nasdaq as of Q1 2021.

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