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Perigon Wealth Management’s Renaissance IPO ETF IPO Stock Holding History

Perigon Wealth Management’s Portfolio IPO Stock Details IPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,377
Closed -$89K – 760
2020
Q4 		$89K Buy
+1,377
New +$81.3K 0.01% 568

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LFGH
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JIP
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LPL Financial
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PI
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HT
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Perigon Wealth Management's IPO Position: Q1 2021 in Review

Perigon Wealth Management sold out of Renaissance IPO ETF (IPO) in Q1 2021, closing a stake of 1,377 shares — an estimated $89K sold.

Perigon Wealth Management first reported a position in IPO in Q4 2020 and held it in 1 quarter. The position peaked at $89K in Q4 2020. 129 funds tracked by Wall St. Rank hold IPO as of Q1 2021.

  • Perigon Wealth Management reported no remaining Renaissance IPO ETF position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 1,377 Renaissance IPO ETF shares in Q1 2021, an estimated $89K.
  • Perigon Wealth Management first reported a position in Renaissance IPO ETF in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's Renaissance IPO ETF position peaked at $89K in Q4 2020.
  • 129 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2021.

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