Perigon Wealth Management’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-438	Closed	-$21K	–	1072
2020 Q4	$21K	Buy	+438	New	+$20.2K	﹤0.01%	1035
2018 Q2	–	Sell	-478	Closed	-$28K	–	634
2018 Q1	$28K	Hold	478	–	–	0.01%	387
2017 Q4	$30K	Hold	478	–	–	0.01%	358
2017 Q3	$36K	Buy	+478	New	+$42.8K	0.01%	378

Other funds holding VIA

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Perigon Wealth Management sold out of Via Renewables, Inc. Class A Common Stock (VIA) in Q1 2021, closing a stake of 438 shares — an estimated $21K sold.

Perigon Wealth Management first reported a position in VIA in Q3 2017 and held it in 4 quarters. The position peaked at $36K in Q3 2017. 68 funds tracked by Wall St. Rank hold VIA as of Q1 2021.

Perigon Wealth Management reported no remaining Via Renewables, Inc. Class A Common Stock position as of Q1 2021 after selling out during the quarter.
Perigon Wealth Management sold 438 Via Renewables, Inc. Class A Common Stock shares in Q1 2021, an estimated $21K.
Perigon Wealth Management first reported a position in Via Renewables, Inc. Class A Common Stock in Q3 2017 and held it in 4 quarters.
Perigon Wealth Management's Via Renewables, Inc. Class A Common Stock position peaked at $36K in Q3 2017.
68 funds tracked by Wall St. Rank held Via Renewables, Inc. Class A Common Stock as of Q1 2021.

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