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Perigon Wealth Management’s Roundhill Sports Betting & iGaming ETF BETZ Stock Holding History

Perigon Wealth Management’s Portfolio BETZ Stock Details BETZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-8,149
Closed -$245K – 581
2021
Q3 		$245K Buy
8,149
+680
+9% +$20.2K 0.02% 463
2021
Q2 		$227K Buy
+7,469
New +$234K 0.02% 470
2021
Q1 		– Sell
-2,131
Closed -$55K – 541
2020
Q4 		$55K Buy
+2,131
New +$48.7K 0.01% 715

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PI
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HF
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LPL Financial
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Osaic Holdings
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DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Rockefeller Capital Management
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Perigon Wealth Management's BETZ Position: Q4 2021 in Review

Perigon Wealth Management sold out of Roundhill Sports Betting & iGaming ETF (BETZ) in Q4 2021, closing a stake of 8,149 shares — an estimated $245K sold.

Perigon Wealth Management first reported a position in BETZ in Q4 2020 and held it in 3 quarters. The position peaked at $245K in Q3 2021. 100 funds tracked by Wall St. Rank hold BETZ as of Q4 2021.

  • Perigon Wealth Management reported no remaining Roundhill Sports Betting & iGaming ETF position as of Q4 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 8,149 Roundhill Sports Betting & iGaming ETF shares in Q4 2021, an estimated $245K.
  • Perigon Wealth Management first reported a position in Roundhill Sports Betting & iGaming ETF in Q4 2020 and held it in 3 quarters.
  • Perigon Wealth Management's Roundhill Sports Betting & iGaming ETF position peaked at $245K in Q3 2021.
  • 100 funds tracked by Wall St. Rank held Roundhill Sports Betting & iGaming ETF as of Q4 2021.

Based on Perigon Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.