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Regent Peak Wealth Advisors’s QuidelOrtho QDEL Stock Holding History

Regent Peak Wealth Advisors’s Portfolio QDEL Stock Details QDEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-7
Closed -$1K – 780
2020
Q4 		$1K Buy
+7
New +$1.56K ﹤0.01% 976

Other funds holding QDEL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
OIM
Oracle Investment Management Greenwich, Connecticut $168M AUM 42.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of QuidelOrtho (QDEL) in Q1 2021, closing a stake of 7 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in QDEL in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 349 funds tracked by Wall St. Rank hold QDEL as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining QuidelOrtho position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 7 QuidelOrtho shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in QuidelOrtho in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's QuidelOrtho position peaked at $1K in Q4 2020.
  • 349 funds tracked by Wall St. Rank held QuidelOrtho as of Q1 2021.

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