Regent Peak Wealth Advisors’s Unilever UL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-128	Closed	-$9K	–	935
2020 Q4	$9K	Buy	+128	New	+$8.69K	﹤0.01%	574
2020 Q2	–	Sell	-17,171	Closed	-$976K	–	125
2020 Q1	$976K	Buy	17,171 +3,079	+22%	+$193K	0.54%	42
2019 Q4	$906K	Buy	+14,092	New	+$936K	0.41%	49

Other funds holding UL

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Unilever (UL) in Q1 2021, closing a stake of 128 shares — an estimated $9K sold.

Regent Peak Wealth Advisors first reported a position in UL in Q4 2019 and held it in 3 quarters. The position peaked at $976K in Q1 2020. 1,032 funds tracked by Wall St. Rank hold UL as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Unilever position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 128 Unilever shares in Q1 2021, an estimated $9K.
Regent Peak Wealth Advisors first reported a position in Unilever in Q4 2019 and held it in 3 quarters.
Regent Peak Wealth Advisors's Unilever position peaked at $976K in Q1 2020.
1,032 funds tracked by Wall St. Rank held Unilever as of Q1 2021.

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