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Perigon Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

Perigon Wealth Management’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5,520
Closed -$276K – 775
2020
Q4 		$276K Buy
+5,520
New +$249K 0.03% 350

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Perigon Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q1 2021, closing a stake of 5,520 shares — an estimated $276K sold.

Perigon Wealth Management first reported a position in IYG in Q4 2020 and held it in 1 quarter. The position peaked at $276K in Q4 2020. 213 funds tracked by Wall St. Rank hold IYG as of Q1 2021.

  • Perigon Wealth Management reported no remaining iShares US Financial Services ETF position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 5,520 iShares US Financial Services ETF shares in Q1 2021, an estimated $276K.
  • Perigon Wealth Management first reported a position in iShares US Financial Services ETF in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's iShares US Financial Services ETF position peaked at $276K in Q4 2020.
  • 213 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2021.

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