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Perigon Wealth Management’s AdvisorShares Psychedelics ETF PSIL Stock Holding History

Perigon Wealth Management’s Portfolio PSIL Stock Details PSIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,102
Closed -$10.8K – 1024
2024
Q2 		$10.8K Sell
1,102
-115
-9% -$1.42K ﹤0.01% 865
2024
Q1 		$18.1K Sell
1,217
-60
-5% -$882 ﹤0.01% 851
2023
Q4 		$17.8K Hold
1,277
– – ﹤0.01% 827
2023
Q3 		$20.6K Hold
1,277
– – ﹤0.01% 773
2023
Q2 		$23.7K Buy
+1,277
New +$22.9K ﹤0.01% 772

Other funds holding PSIL

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
HCM
Hollencrest Capital Management Newport Beach, California $2.7B AUM 23.62% 1-Year Est. Return

Perigon Wealth Management's PSIL Position: Q3 2024 in Review

Perigon Wealth Management sold out of AdvisorShares Psychedelics ETF (PSIL) in Q3 2024, closing a stake of 1,102 shares — an estimated $10.8K sold.

Perigon Wealth Management first reported a position in PSIL in Q2 2023 and held it in 5 quarters. The position peaked at $23.7K in Q2 2023. 7 funds tracked by Wall St. Rank hold PSIL as of Q3 2024.

  • Perigon Wealth Management reported no remaining AdvisorShares Psychedelics ETF position as of Q3 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 1,102 AdvisorShares Psychedelics ETF shares in Q3 2024, an estimated $10.8K.
  • Perigon Wealth Management first reported a position in AdvisorShares Psychedelics ETF in Q2 2023 and held it in 5 quarters.
  • Perigon Wealth Management's AdvisorShares Psychedelics ETF position peaked at $23.7K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held AdvisorShares Psychedelics ETF as of Q3 2024.

Based on Perigon Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.