RPWA
P

Regent Peak Wealth Advisors’s Everpure Inc P Stock Holding History

Regent Peak Wealth Advisors’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-16
Closed – – 773
2020
Q4 		$0 Buy
+16
New +$307 ﹤0.01% 1112

Other funds holding P

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Everpure Inc (P) in Q1 2021, closing a stake of 16 shares.

Regent Peak Wealth Advisors first reported a position in P in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 293 funds tracked by Wall St. Rank hold P as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Everpure Inc position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 16 Everpure Inc shares in Q1 2021.
  • Regent Peak Wealth Advisors first reported a position in Everpure Inc in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Everpure Inc position peaked at $0 in Q4 2020.
  • 293 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2021.

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