Regent Peak Wealth Advisors’s Cloudflare NET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-49	Closed	-$4K	–	677
2020 Q4	$4K	Buy	+49	New	+$3.21K	﹤0.01%	705

Other funds holding NET

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

VMV

Venrock Management V Palo Alto, California $719M AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

GGHC

Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Cloudflare (NET) in Q1 2021, closing a stake of 49 shares — an estimated $4K sold.

Regent Peak Wealth Advisors first reported a position in NET in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 507 funds tracked by Wall St. Rank hold NET as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Cloudflare position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 49 Cloudflare shares in Q1 2021, an estimated $4K.
Regent Peak Wealth Advisors first reported a position in Cloudflare in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Cloudflare position peaked at $4K in Q4 2020.
507 funds tracked by Wall St. Rank held Cloudflare as of Q1 2021.

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