Perigon Wealth Management’s RH RH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-45	Closed	-$20K	–	914
2020 Q4	$20K	Buy	+45	New	+$18.5K	﹤0.01%	1056

Other funds holding RH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Perigon Wealth Management sold out of RH (RH) in Q1 2021, closing a stake of 45 shares — an estimated $20K sold.

Perigon Wealth Management first reported a position in RH in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 410 funds tracked by Wall St. Rank hold RH as of Q1 2021.

Perigon Wealth Management reported no remaining RH position as of Q1 2021 after selling out during the quarter.
Perigon Wealth Management sold 45 RH shares in Q1 2021, an estimated $20K.
Perigon Wealth Management first reported a position in RH in Q4 2020 and held it in 1 quarter.
Perigon Wealth Management's RH position peaked at $20K in Q4 2020.
410 funds tracked by Wall St. Rank held RH as of Q1 2021.

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