Perigon Wealth Management’s State Street DoubleLine Short Duration Total Return Tactical ETF STOT Stock Holding History
Bought
Maintained
Sold
Other funds holding STOT
VNA
MW
EWM
PWM
ACP
Perigon Wealth Management's STOT Position: Q1 2021 in Review
Perigon Wealth Management sold out of State Street DoubleLine Short Duration Total Return Tactical ETF (STOT) in Q1 2021, closing a stake of 1,672 shares — an estimated $83K sold.
Perigon Wealth Management first reported a position in STOT in Q1 2018 and held it in 2 quarters. The position peaked at $83K in Q4 2020. 38 funds tracked by Wall St. Rank hold STOT as of Q1 2021.
- Perigon Wealth Management reported no remaining State Street DoubleLine Short Duration Total Return Tactical ETF position as of Q1 2021 after selling out during the quarter.
- Perigon Wealth Management sold 1,672 State Street DoubleLine Short Duration Total Return Tactical ETF shares in Q1 2021, an estimated $83K.
- Perigon Wealth Management first reported a position in State Street DoubleLine Short Duration Total Return Tactical ETF in Q1 2018 and held it in 2 quarters.
- Perigon Wealth Management's State Street DoubleLine Short Duration Total Return Tactical ETF position peaked at $83K in Q4 2020.
- 38 funds tracked by Wall St. Rank held State Street DoubleLine Short Duration Total Return Tactical ETF as of Q1 2021.
Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.