Regent Peak Wealth Advisors’s Xcel Brands XELB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,500	Closed	-$7.63K	–	192
2024 Q4	$7.63K	Hold	1,500	–	–	﹤0.01%	180
2024 Q3	$11.2K	Buy	+1,500	New	+$10.4K	﹤0.01%	179
2024 Q2	–	Sell	-1,500	Closed	-$11.7K	–	180
2024 Q1	$11.7K	Hold	1,500	–	–	﹤0.01%	169
2023 Q4	$19.4K	Hold	1,500	–	–	0.01%	167
2023 Q3	$16.4K	Hold	1,500	–	–	0.01%	150
2023 Q2	$26.3K	Hold	1,500	–	–	0.01%	153
2023 Q1	$9.18K	Hold	1,500	–	–	﹤0.01%	160
2022 Q4	$10.5K	Buy	+1,500	New	+$13K	﹤0.01%	157

Other funds holding XELB

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

PCM

Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JCP

JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return

CCM

Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Regent Peak Wealth Advisors's XELB Position: Q1 2025 in Review

Regent Peak Wealth Advisors sold out of Xcel Brands (XELB) in Q1 2025, closing a stake of 1,500 shares — an estimated $7.63K sold.

Regent Peak Wealth Advisors first reported a position in XELB in Q4 2022 and held it in 8 quarters. The position peaked at $26.3K in Q2 2023. 10 funds tracked by Wall St. Rank hold XELB as of Q1 2025.

Regent Peak Wealth Advisors reported no remaining Xcel Brands position as of Q1 2025 after selling out during the quarter.
Regent Peak Wealth Advisors sold 1,500 Xcel Brands shares in Q1 2025, an estimated $7.63K.
Regent Peak Wealth Advisors first reported a position in Xcel Brands in Q4 2022 and held it in 8 quarters.
Regent Peak Wealth Advisors's Xcel Brands position peaked at $26.3K in Q2 2023.
10 funds tracked by Wall St. Rank held Xcel Brands as of Q1 2025.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.