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Perigon Wealth Management’s Mid-America Apartment Communities MAA Stock Holding History

Perigon Wealth Management’s Portfolio MAA Stock Details MAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-185
Closed -$23K – 805
2020
Q4 		$23K Buy
+185
New +$22.8K ﹤0.01% 997

Other funds holding MAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Perigon Wealth Management sold out of Mid-America Apartment Communities (MAA) in Q1 2021, closing a stake of 185 shares — an estimated $23K sold.

Perigon Wealth Management first reported a position in MAA in Q4 2020 and held it in 1 quarter. The position peaked at $23K in Q4 2020. 544 funds tracked by Wall St. Rank hold MAA as of Q1 2021.

  • Perigon Wealth Management reported no remaining Mid-America Apartment Communities position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 185 Mid-America Apartment Communities shares in Q1 2021, an estimated $23K.
  • Perigon Wealth Management first reported a position in Mid-America Apartment Communities in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's Mid-America Apartment Communities position peaked at $23K in Q4 2020.
  • 544 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2021.

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