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Regent Peak Wealth Advisors’s Vontier VNT Stock Holding History

Regent Peak Wealth Advisors’s Portfolio VNT Stock Details VNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-192
Closed -$6K – 970
2020
Q4 		$6K Buy
+192
New +$5.93K ﹤0.01% 647

Other funds holding VNT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Vontier (VNT) in Q1 2021, closing a stake of 192 shares — an estimated $6K sold.

Regent Peak Wealth Advisors first reported a position in VNT in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 466 funds tracked by Wall St. Rank hold VNT as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Vontier position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 192 Vontier shares in Q1 2021, an estimated $6K.
  • Regent Peak Wealth Advisors first reported a position in Vontier in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Vontier position peaked at $6K in Q4 2020.
  • 466 funds tracked by Wall St. Rank held Vontier as of Q1 2021.

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