PWM
CLOU icon

Perigon Wealth Management’s Global X Cloud Computing ETF CLOU Stock Holding History

Perigon Wealth Management’s Portfolio CLOU Stock Details CLOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,660
Closed -$342K – 1053
2024
Q3 		$342K Sell
16,660
-4,128
-20% -$81.4K 0.01% 738
2024
Q2 		$409K Sell
20,788
-4,324
-17% -$87.1K 0.01% 591
2024
Q1 		$546K Buy
25,112
+3,476
+16% +$76.9K 0.02% 510
2023
Q4 		$490K Buy
21,636
+1,072
+5% +$21.3K 0.02% 507
2023
Q3 		$387K Buy
20,564
+101
+0.5% +$2.02K 0.02% 514
2023
Q2 		$406K Buy
20,463
+329
+2% +$5.94K 0.02% 515
2023
Q1 		$369K Buy
20,134
+552
+3% +$9.63K 0.02% 471
2022
Q4 		$314K Sell
19,582
-1,757
-8% -$28.3K 0.02% 514
2022
Q3 		$341K Buy
21,339
+785
+4% +$13.6K 0.03% 398
2022
Q2 		$339K Sell
20,554
-2,813
-12% -$52.2K 0.03% 398
2022
Q1 		$514K Buy
23,367
+118
+0.5% +$2.6K 0.04% 355
2021
Q4 		$617K Sell
23,249
-1,703
-7% -$50K 0.04% 295
2021
Q3 		$731K Buy
24,952
+3,710
+17% +$109K 0.06% 239
2021
Q2 		$606K Buy
21,242
+4,148
+24% +$111K 0.05% 268
2021
Q1 		$440K Buy
17,094
+3,233
+23% +$88.9K 0.04% 316
2020
Q4 		$387K Buy
13,861
+4,051
+41% +$104K 0.05% 292
2020
Q3 		$234K Buy
+9,810
New +$223K 0.03% 341

Other funds holding CLOU

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Perigon Wealth Management's CLOU Position: Q4 2024 in Review

Perigon Wealth Management sold out of Global X Cloud Computing ETF (CLOU) in Q4 2024, closing a stake of 16,660 shares — an estimated $342K sold.

Perigon Wealth Management first reported a position in CLOU in Q3 2020 and held it in 17 quarters. The position peaked at $731K in Q3 2021. 101 funds tracked by Wall St. Rank hold CLOU as of Q4 2024.

  • Perigon Wealth Management reported no remaining Global X Cloud Computing ETF position as of Q4 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 16,660 Global X Cloud Computing ETF shares in Q4 2024, an estimated $342K.
  • Perigon Wealth Management first reported a position in Global X Cloud Computing ETF in Q3 2020 and held it in 17 quarters.
  • Perigon Wealth Management's Global X Cloud Computing ETF position peaked at $731K in Q3 2021.
  • 101 funds tracked by Wall St. Rank held Global X Cloud Computing ETF as of Q4 2024.

Based on Perigon Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.