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Regent Peak Wealth Advisors’s Dr. Reddy's Laboratories RDY Stock Holding History

Regent Peak Wealth Advisors’s Portfolio RDY Stock Details RDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-275
Closed -$4K – 786
2020
Q4 		$4K Buy
+275
New +$3.7K ﹤0.01% 715

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Vanguard Group
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State Street
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Bank of Montreal
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Dr. Reddy's Laboratories (RDY) in Q1 2021, closing a stake of 275 shares — an estimated $4K sold.

Regent Peak Wealth Advisors first reported a position in RDY in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 160 funds tracked by Wall St. Rank hold RDY as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Dr. Reddy's Laboratories position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 275 Dr. Reddy's Laboratories shares in Q1 2021, an estimated $4K.
  • Regent Peak Wealth Advisors first reported a position in Dr. Reddy's Laboratories in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Dr. Reddy's Laboratories position peaked at $4K in Q4 2020.
  • 160 funds tracked by Wall St. Rank held Dr. Reddy's Laboratories as of Q1 2021.

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