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Regent Peak Wealth Advisors’s Steris STE Stock Holding History

Regent Peak Wealth Advisors’s Portfolio STE Stock Details STE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-19
Closed -$4K – 863
2020
Q4 		$4K Buy
+19
New +$3.54K ﹤0.01% 717

Other funds holding STE

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Steris (STE) in Q1 2021, closing a stake of 19 shares — an estimated $4K sold.

Regent Peak Wealth Advisors first reported a position in STE in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 591 funds tracked by Wall St. Rank hold STE as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Steris position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 19 Steris shares in Q1 2021, an estimated $4K.
  • Regent Peak Wealth Advisors first reported a position in Steris in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Steris position peaked at $4K in Q4 2020.
  • 591 funds tracked by Wall St. Rank held Steris as of Q1 2021.

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