RPWA
PS

Regent Peak Wealth Advisors’s Pluralsight, Inc. Class A Common Stock PS Stock Holding History

Regent Peak Wealth Advisors’s Portfolio PS Stock Details PS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8
Closed – – 1146
2020
Q4 		$0 Buy
+8
New +$143 ﹤0.01% 1166

Other funds holding PS

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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Pluralsight, Inc. Class A Common Stock (PS) in Q1 2021, closing a stake of 8 shares.

Regent Peak Wealth Advisors first reported a position in PS in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 192 funds tracked by Wall St. Rank hold PS as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Pluralsight, Inc. Class A Common Stock position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 8 Pluralsight, Inc. Class A Common Stock shares in Q1 2021.
  • Regent Peak Wealth Advisors first reported a position in Pluralsight, Inc. Class A Common Stock in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Pluralsight, Inc. Class A Common Stock position peaked at $0 in Q4 2020.
  • 192 funds tracked by Wall St. Rank held Pluralsight, Inc. Class A Common Stock as of Q1 2021.

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