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Perigon Wealth Management’s American Homes 4 Rent AMH Stock Holding History

Perigon Wealth Management’s Portfolio AMH Stock Details AMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,433
Closed -$299K – 780
2023
Q2 		$299K Sell
8,433
-429
-5% -$14.5K 0.01% 609
2023
Q1 		$279K Buy
8,862
+65
+0.7% +$2.07K 0.02% 559
2022
Q4 		$265K Sell
8,797
-2,026
-19% -$64.2K 0.02% 570
2022
Q3 		$355K Buy
10,823
+53
+0.5% +$1.91K 0.03% 391
2022
Q2 		$382K Buy
10,770
+1,256
+13% +$47.5K 0.03% 376
2022
Q1 		$381K Sell
9,514
-279
-3% -$11K 0.03% 418
2021
Q4 		$427K Buy
9,793
+1,121
+13% +$45.5K 0.03% 375
2021
Q3 		$331K Sell
8,672
-2,895
-25% -$118K 0.03% 393
2021
Q2 		$449K Sell
11,567
-1,033
-8% -$38.3K 0.04% 329
2021
Q1 		$420K Buy
12,600
+1,257
+11% +$39.2K 0.04% 328
2020
Q4 		$340K Buy
+11,343
New +$333K 0.04% 314

Other funds holding AMH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Perigon Wealth Management's AMH Position: Q3 2023 in Review

Perigon Wealth Management sold out of American Homes 4 Rent (AMH) in Q3 2023, closing a stake of 8,433 shares — an estimated $299K sold.

Perigon Wealth Management first reported a position in AMH in Q4 2020 and held it in 11 quarters. The position peaked at $449K in Q2 2021. 385 funds tracked by Wall St. Rank hold AMH as of Q3 2023.

  • Perigon Wealth Management reported no remaining American Homes 4 Rent position as of Q3 2023 after selling out during the quarter.
  • Perigon Wealth Management sold 8,433 American Homes 4 Rent shares in Q3 2023, an estimated $299K.
  • Perigon Wealth Management first reported a position in American Homes 4 Rent in Q4 2020 and held it in 11 quarters.
  • Perigon Wealth Management's American Homes 4 Rent position peaked at $449K in Q2 2021.
  • 385 funds tracked by Wall St. Rank held American Homes 4 Rent as of Q3 2023.

Based on Perigon Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.