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  Name: Regent Peak Wealth Advisors LLC
  City: Atlanta
  State: GA
  Zip: 30305
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $393,514,000
  Total Value Change : $24,937,000
  Securities Held Change : 2
   
All Securities Held : 170
  New Positions : 11
  Closed Positions : 10
  Increased Positions : 66
  Unchanged Positions : 13
  Decreased Positions : 80

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 10     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (UNIT)1 Year Chart         UNIT Uniti Group Inc 174 Closed $3.24 $0 0 0% -69,000 -11,859 0    N/A
   (LUMN)1 Year Chart         LUMN Lumen Technologies, Inc 180 Closed $1.27 $0 0 0% -49,000 -26,921 0    Telecom Services - Do...
   (INN)1 Year Chart         INN Summit Hotel Properties, Inc. 173 Closed $6.02 $0 0 0% -87,000 -12,985 0    Real Estate Development
   (AMT)1 Year Chart         AMT American Tower Corp 179 Closed $185.93 $0 0 0% -228,000 -1,056 0    Integrated Telecommun...
   (DISH)1 Year Chart         DISH Dish Network Corporation 172 Closed $5.77 $0 0 0% -74,000 -12,838 0    Electronic Equipment
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 178 Closed $41.24 $0 0 0% -322,000 -6,278 0    Drug Manufacturers - ...
   (HUM)1 Year Chart         HUM Humana Inc 171 Closed $349.30 $0 0 0% -212,000 -464 0    Health Care Plans
   (PM)1 Year Chart         PM Philip Morris International... 177 Closed $99.93 $0 0 0% -211,000 -2,246 0    Cigarettes & Other To...
   (SKYY)1 Year Chart         SKYY First Trust Ise Cloud Compu... 176 Closed $95.02 $0 0 0% -212,000 -2,413 0    N/A
   (DUK)1 Year Chart         DUK Duke Energy Corp 175 Closed $102.17 $0 0 0% -213,000 -2,194 0    Electric Utilities

      10 Records Found
  1    
Page 1 of 1
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