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Perigon Wealth Management’s ProShares Ultra Technology ROM Stock Holding History

Perigon Wealth Management’s Portfolio ROM Stock Details ROM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,400
Closed -$86K – 921
2020
Q4 		$86K Buy
+2,400
New +$76.7K 0.01% 582

Other funds holding ROM

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CA
Continuum Advisory Eagle, Idaho $1.04B AUM 21.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Perigon Wealth Management sold out of ProShares Ultra Technology (ROM) in Q1 2021, closing a stake of 2,400 shares — an estimated $86K sold.

Perigon Wealth Management first reported a position in ROM in Q4 2020 and held it in 1 quarter. The position peaked at $86K in Q4 2020. 44 funds tracked by Wall St. Rank hold ROM as of Q1 2021.

  • Perigon Wealth Management reported no remaining ProShares Ultra Technology position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 2,400 ProShares Ultra Technology shares in Q1 2021, an estimated $86K.
  • Perigon Wealth Management first reported a position in ProShares Ultra Technology in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's ProShares Ultra Technology position peaked at $86K in Q4 2020.
  • 44 funds tracked by Wall St. Rank held ProShares Ultra Technology as of Q1 2021.

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