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Regent Peak Wealth Advisors’s AdvisorShares Vice ETF VICE Stock Holding History

Regent Peak Wealth Advisors’s Portfolio VICE Stock Details VICE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-21,063
Closed -$489K – 173
2022
Q4 		$489K Hold
21,063
– – 0.16% 84
2022
Q3 		$489K Buy
+21,063
New +$551K 0.17% 79

Other funds holding VICE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
PFBT
Parkside Financial Bank & Trust Saint Louis, Missouri $1.31B AUM 19.14% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Regent Peak Wealth Advisors's VICE Position: Q1 2023 in Review

Regent Peak Wealth Advisors sold out of AdvisorShares Vice ETF (VICE) in Q1 2023, closing a stake of 21,063 shares — an estimated $489K sold.

Regent Peak Wealth Advisors first reported a position in VICE in Q3 2022 and held it in 2 quarters. The position peaked at $489K in Q4 2022. 10 funds tracked by Wall St. Rank hold VICE as of Q1 2023.

  • Regent Peak Wealth Advisors reported no remaining AdvisorShares Vice ETF position as of Q1 2023 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 21,063 AdvisorShares Vice ETF shares in Q1 2023, an estimated $489K.
  • Regent Peak Wealth Advisors first reported a position in AdvisorShares Vice ETF in Q3 2022 and held it in 2 quarters.
  • Regent Peak Wealth Advisors's AdvisorShares Vice ETF position peaked at $489K in Q4 2022.
  • 10 funds tracked by Wall St. Rank held AdvisorShares Vice ETF as of Q1 2023.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2023, filed 24 Apr 2023.