PWM
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Perigon Wealth Management’s Schneider National SNDR Stock Holding History

Perigon Wealth Management’s Portfolio SNDR Stock Details SNDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,710
Closed -$35K – 946
2020
Q4 		$35K Buy
+1,710
New +$38.2K ﹤0.01% 862

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PJSIMP
P.J. Schmidt Investment Management (PJS) Cedarburg, Wisconsin $595M AUM 18.7% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Perigon Wealth Management sold out of Schneider National (SNDR) in Q1 2021, closing a stake of 1,710 shares — an estimated $35K sold.

Perigon Wealth Management first reported a position in SNDR in Q4 2020 and held it in 1 quarter. The position peaked at $35K in Q4 2020. 201 funds tracked by Wall St. Rank hold SNDR as of Q1 2021.

  • Perigon Wealth Management reported no remaining Schneider National position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 1,710 Schneider National shares in Q1 2021, an estimated $35K.
  • Perigon Wealth Management first reported a position in Schneider National in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's Schneider National position peaked at $35K in Q4 2020.
  • 201 funds tracked by Wall St. Rank held Schneider National as of Q1 2021.

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