PWM
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Perigon Wealth Management’s First Industrial Realty Trust FR Stock Holding History

Perigon Wealth Management’s Portfolio FR Stock Details FR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-966
Closed -$41K – 692
2020
Q4 		$41K Buy
+966
New +$40.4K ﹤0.01% 805

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Perigon Wealth Management sold out of First Industrial Realty Trust (FR) in Q1 2021, closing a stake of 966 shares — an estimated $41K sold.

Perigon Wealth Management first reported a position in FR in Q4 2020 and held it in 1 quarter. The position peaked at $41K in Q4 2020. 310 funds tracked by Wall St. Rank hold FR as of Q1 2021.

  • Perigon Wealth Management reported no remaining First Industrial Realty Trust position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 966 First Industrial Realty Trust shares in Q1 2021, an estimated $41K.
  • Perigon Wealth Management first reported a position in First Industrial Realty Trust in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's First Industrial Realty Trust position peaked at $41K in Q4 2020.
  • 310 funds tracked by Wall St. Rank held First Industrial Realty Trust as of Q1 2021.

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