Regent Peak Wealth Advisors’s Ultrapar UGP Stock Holding History

Regent Peak Wealth Advisors’s Portfolio UGP Stock Details UGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-134	Closed	-$1K	–	932
2020 Q4	$1K	Buy	+134	New	+$508	﹤0.01%	1001

Other funds holding UGP

Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Ultrapar (UGP) in Q1 2021, closing a stake of 134 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in UGP in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 76 funds tracked by Wall St. Rank hold UGP as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Ultrapar position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 134 Ultrapar shares in Q1 2021, an estimated $1K.
Regent Peak Wealth Advisors first reported a position in Ultrapar in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Ultrapar position peaked at $1K in Q4 2020.
76 funds tracked by Wall St. Rank held Ultrapar as of Q1 2021.

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