Regent Peak Wealth Advisors’s NewMarket NEU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-4	Closed	-$2K	–	678
2020 Q4	$2K	Buy	+4	New	+$1.49K	﹤0.01%	832

Other funds holding NEU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of NewMarket (NEU) in Q1 2021, closing a stake of 4 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in NEU in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 261 funds tracked by Wall St. Rank hold NEU as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining NewMarket position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 4 NewMarket shares in Q1 2021, an estimated $2K.
Regent Peak Wealth Advisors first reported a position in NewMarket in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's NewMarket position peaked at $2K in Q4 2020.
261 funds tracked by Wall St. Rank held NewMarket as of Q1 2021.

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