Perigon Wealth Management’s OneMain Financial OMF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-510	Closed	-$25K	–	863
2020 Q4	$25K	Buy	+510	New	+$20.1K	﹤0.01%	970
2017 Q2	–	Sell	-172	Closed	-$4K	–	612
2017 Q1	$4K	Buy	172 +50	+41%	+$1.26K	﹤0.01%	578
2016 Q4	$3K	Buy	+122	New	+$3K	﹤0.01%	674

Other funds holding OMF

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return

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

Perigon Wealth Management sold out of OneMain Financial (OMF) in Q1 2021, closing a stake of 510 shares — an estimated $25K sold.

Perigon Wealth Management first reported a position in OMF in Q4 2016 and held it in 3 quarters. The position peaked at $25K in Q4 2020. 316 funds tracked by Wall St. Rank hold OMF as of Q1 2021.

Perigon Wealth Management reported no remaining OneMain Financial position as of Q1 2021 after selling out during the quarter.
Perigon Wealth Management sold 510 OneMain Financial shares in Q1 2021, an estimated $25K.
Perigon Wealth Management first reported a position in OneMain Financial in Q4 2016 and held it in 3 quarters.
Perigon Wealth Management's OneMain Financial position peaked at $25K in Q4 2020.
316 funds tracked by Wall St. Rank held OneMain Financial as of Q1 2021.

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