PWM
PINK icon

Perigon Wealth Management’s Simplify Health Care ETF PINK Stock Holding History

Perigon Wealth Management’s Portfolio PINK Stock Details PINK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,600
Closed -$282K – 1085
2024
Q3 		$282K Buy
+8,600
New +$277K 0.01% 814
2024
Q2 		– Sell
-17,582
Closed -$544K – 907
2024
Q1 		$544K Buy
+17,582
New +$515K 0.02% 512

Other funds holding PINK

GIA
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BFF
Byrne Financial Freedom Franklin, Massachusetts $209M AUM 32.46% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
CWM
Copia Wealth Management Bend, Oregon $146M AUM 20.84% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Perigon Wealth Management's PINK Position: Q4 2024 in Review

Perigon Wealth Management sold out of Simplify Health Care ETF (PINK) in Q4 2024, closing a stake of 8,600 shares — an estimated $282K sold.

Perigon Wealth Management first reported a position in PINK in Q1 2024 and held it in 2 quarters. The position peaked at $544K in Q1 2024. 50 funds tracked by Wall St. Rank hold PINK as of Q4 2024.

  • Perigon Wealth Management reported no remaining Simplify Health Care ETF position as of Q4 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 8,600 Simplify Health Care ETF shares in Q4 2024, an estimated $282K.
  • Perigon Wealth Management first reported a position in Simplify Health Care ETF in Q1 2024 and held it in 2 quarters.
  • Perigon Wealth Management's Simplify Health Care ETF position peaked at $544K in Q1 2024.
  • 50 funds tracked by Wall St. Rank held Simplify Health Care ETF as of Q4 2024.

Based on Perigon Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.