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Perigon Wealth Management’s Atkore ATKR Stock Holding History

Perigon Wealth Management’s Portfolio ATKR Stock Details ATKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,732
Closed -$408K – 838
2023
Q3 		$408K Sell
2,732
-545
-17% -$82.3K 0.02% 494
2023
Q2 		$511K Buy
3,277
+1,352
+70% +$177K 0.02% 451
2023
Q1 		$270K Buy
+1,925
New +$261K 0.02% 575
2022
Q1 		– Sell
-2,217
Closed -$246K – 607
2021
Q4 		$246K Buy
+2,217
New +$225K 0.02% 502

Other funds holding ATKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Perigon Wealth Management's ATKR Position: Q4 2023 in Review

Perigon Wealth Management sold out of Atkore (ATKR) in Q4 2023, closing a stake of 2,732 shares — an estimated $408K sold.

Perigon Wealth Management first reported a position in ATKR in Q4 2021 and held it in 4 quarters. The position peaked at $511K in Q2 2023. 445 funds tracked by Wall St. Rank hold ATKR as of Q4 2023.

  • Perigon Wealth Management reported no remaining Atkore position as of Q4 2023 after selling out during the quarter.
  • Perigon Wealth Management sold 2,732 Atkore shares in Q4 2023, an estimated $408K.
  • Perigon Wealth Management first reported a position in Atkore in Q4 2021 and held it in 4 quarters.
  • Perigon Wealth Management's Atkore position peaked at $511K in Q2 2023.
  • 445 funds tracked by Wall St. Rank held Atkore as of Q4 2023.

Based on Perigon Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.