Perigon Wealth Management’s Apartment Income REIT Corp. AIRC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-5,960
Closed -$232K 1039
2024
Q2
$232K Buy
+5,960
New +$227K 0.01% 771
2023
Q4
Sell
-8,357
Closed -$257K 882
2023
Q3
$257K Buy
+8,357
New +$284K 0.01% 644
2023
Q2
Sell
-6,730
Closed -$241K 811
2023
Q1
$241K Hold
6,730
0.01% 614
2022
Q4
$231K Buy
+6,730
New +$247K 0.01% 615

Perigon Wealth Management's AIRC Position: Q3 2024 in Review

Perigon Wealth Management sold out of Apartment Income REIT Corp. (AIRC) in Q3 2024, closing a stake of 5,960 shares — an estimated $232K sold.

Perigon Wealth Management first reported a position in AIRC in Q4 2022 and held it in 4 quarters. The position peaked at $257K in Q3 2023. 0 funds tracked by Wall St. Rank hold AIRC as of Q3 2024.

  • Perigon Wealth Management reported no remaining Apartment Income REIT Corp. position as of Q3 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 5,960 Apartment Income REIT Corp. shares in Q3 2024, an estimated $232K.
  • Perigon Wealth Management first reported a position in Apartment Income REIT Corp. in Q4 2022 and held it in 4 quarters.
  • Perigon Wealth Management's Apartment Income REIT Corp. position peaked at $257K in Q3 2023.
  • 0 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q3 2024.

Based on Perigon Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.