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Regent Peak Wealth Advisors’s Talos Energy TALO Stock Holding History

Regent Peak Wealth Advisors’s Portfolio TALO Stock Details TALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,374
Closed -$118K – 194
2024
Q3 		$118K Buy
+11,374
New +$130K 0.03% 176

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SG
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Dimensional Fund Advisors
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State Street
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
PCM
Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.73B AUM 2.13% 1-Year Est. Return

Regent Peak Wealth Advisors's TALO Position: Q4 2024 in Review

Regent Peak Wealth Advisors sold out of Talos Energy (TALO) in Q4 2024, closing a stake of 11,374 shares — an estimated $118K sold.

Regent Peak Wealth Advisors first reported a position in TALO in Q3 2024 and held it in 1 quarter. The position peaked at $118K in Q3 2024. 208 funds tracked by Wall St. Rank hold TALO as of Q4 2024.

  • Regent Peak Wealth Advisors reported no remaining Talos Energy position as of Q4 2024 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 11,374 Talos Energy shares in Q4 2024, an estimated $118K.
  • Regent Peak Wealth Advisors first reported a position in Talos Energy in Q3 2024 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Talos Energy position peaked at $118K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held Talos Energy as of Q4 2024.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.