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Perigon Wealth Management’s US Commodity Index USCI Stock Holding History

Perigon Wealth Management’s Portfolio USCI Stock Details USCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,000
Closed -$563K – 895
2023
Q4 		$563K Hold
10,000
– – 0.02% 468
2023
Q3 		$592K Buy
+10,000
New +$581K 0.02% 404

Other funds holding USCI

EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Perigon Wealth Management's USCI Position: Q1 2024 in Review

Perigon Wealth Management sold out of US Commodity Index (USCI) in Q1 2024, closing a stake of 10,000 shares — an estimated $563K sold.

Perigon Wealth Management first reported a position in USCI in Q3 2023 and held it in 2 quarters. The position peaked at $592K in Q3 2023. 40 funds tracked by Wall St. Rank hold USCI as of Q1 2024.

  • Perigon Wealth Management reported no remaining US Commodity Index position as of Q1 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 10,000 US Commodity Index shares in Q1 2024, an estimated $563K.
  • Perigon Wealth Management first reported a position in US Commodity Index in Q3 2023 and held it in 2 quarters.
  • Perigon Wealth Management's US Commodity Index position peaked at $592K in Q3 2023.
  • 40 funds tracked by Wall St. Rank held US Commodity Index as of Q1 2024.

Based on Perigon Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.