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Perigon Wealth Management’s PIMCO Enhanced Short Maturity Active ESG ETF EMNT Stock Holding History

Perigon Wealth Management’s Portfolio EMNT Stock Details EMNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-277
Closed -$28K – 644
2020
Q4 		$28K Buy
+277
New +$27.9K ﹤0.01% 921

Other funds holding EMNT

AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $197M AUM 14.82% 1-Year Est. Return
FWM
Focused Wealth Management Newburgh, New York $964M AUM 18.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Perigon Wealth Management's EMNT Position: Q1 2021 in Review

Perigon Wealth Management sold out of PIMCO Enhanced Short Maturity Active ESG ETF (EMNT) in Q1 2021, closing a stake of 277 shares — an estimated $28K sold.

Perigon Wealth Management first reported a position in EMNT in Q4 2020 and held it in 1 quarter. The position peaked at $28K in Q4 2020. 36 funds tracked by Wall St. Rank hold EMNT as of Q1 2021.

  • Perigon Wealth Management reported no remaining PIMCO Enhanced Short Maturity Active ESG ETF position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 277 PIMCO Enhanced Short Maturity Active ESG ETF shares in Q1 2021, an estimated $28K.
  • Perigon Wealth Management first reported a position in PIMCO Enhanced Short Maturity Active ESG ETF in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's PIMCO Enhanced Short Maturity Active ESG ETF position peaked at $28K in Q4 2020.
  • 36 funds tracked by Wall St. Rank held PIMCO Enhanced Short Maturity Active ESG ETF as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.