Perigon Wealth Management’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Perigon Wealth Management’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-776	Closed	-$32K	–	787
2020 Q4	$32K	Buy	+776	New	+$28.8K	﹤0.01%	880

Other funds holding KBE

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

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

Perigon Wealth Management sold out of State Street SPDR S&P Bank ETF (KBE) in Q1 2021, closing a stake of 776 shares — an estimated $32K sold.

Perigon Wealth Management first reported a position in KBE in Q4 2020 and held it in 1 quarter. The position peaked at $32K in Q4 2020. 282 funds tracked by Wall St. Rank hold KBE as of Q1 2021.

Perigon Wealth Management reported no remaining State Street SPDR S&P Bank ETF position as of Q1 2021 after selling out during the quarter.
Perigon Wealth Management sold 776 State Street SPDR S&P Bank ETF shares in Q1 2021, an estimated $32K.
Perigon Wealth Management first reported a position in State Street SPDR S&P Bank ETF in Q4 2020 and held it in 1 quarter.
Perigon Wealth Management's State Street SPDR S&P Bank ETF position peaked at $32K in Q4 2020.
282 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2021.

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