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Regent Peak Wealth Advisors’s RLJ Lodging Trust RLJ Stock Holding History

Regent Peak Wealth Advisors’s Portfolio RLJ Stock Details RLJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-68
Closed -$1K – 800
2020
Q4 		$1K Buy
+68
New +$763 ﹤0.01% 980

Other funds holding RLJ

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of RLJ Lodging Trust (RLJ) in Q1 2021, closing a stake of 68 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in RLJ in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 187 funds tracked by Wall St. Rank hold RLJ as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining RLJ Lodging Trust position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 68 RLJ Lodging Trust shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in RLJ Lodging Trust in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's RLJ Lodging Trust position peaked at $1K in Q4 2020.
  • 187 funds tracked by Wall St. Rank held RLJ Lodging Trust as of Q1 2021.

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