Regent Peak Wealth Advisors’s Parker-Hannifin PH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-176	Closed	-$48K	–	748
2020 Q4	$48K	Buy	+176	New	+$43.6K	0.02%	315

Other funds holding PH

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Parker-Hannifin (PH) in Q1 2021, closing a stake of 176 shares — an estimated $48K sold.

Regent Peak Wealth Advisors first reported a position in PH in Q4 2020 and held it in 1 quarter. The position peaked at $48K in Q4 2020. 925 funds tracked by Wall St. Rank hold PH as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Parker-Hannifin position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 176 Parker-Hannifin shares in Q1 2021, an estimated $48K.
Regent Peak Wealth Advisors first reported a position in Parker-Hannifin in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Parker-Hannifin position peaked at $48K in Q4 2020.
925 funds tracked by Wall St. Rank held Parker-Hannifin as of Q1 2021.

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