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Regent Peak Wealth Advisors’s Pebblebrook Hotel Trust PEB Stock Holding History

Regent Peak Wealth Advisors’s Portfolio PEB Stock Details PEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-29
Closed -$1K – 740
2020
Q4 		$1K Buy
+29
New +$469 ﹤0.01% 971

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EARNEST Partners
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T. Rowe Price Associates
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Goldman Sachs
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JP Morgan Chase
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SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Pebblebrook Hotel Trust (PEB) in Q1 2021, closing a stake of 29 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in PEB in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 226 funds tracked by Wall St. Rank hold PEB as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Pebblebrook Hotel Trust position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 29 Pebblebrook Hotel Trust shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Pebblebrook Hotel Trust in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Pebblebrook Hotel Trust position peaked at $1K in Q4 2020.
  • 226 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q1 2021.

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