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.