Perigon Wealth Management LLC Has $13.66 Million Stock

Jan 29, 2025 · Perigon Wealth Management LLC boosted its position in Chevron Co. (NYSE:CVX - Free Report) by 8.3% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 85,687 shares of the oil and gas company's stock after purchasing an additional …

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Perigon Wealth Management LLC Has $13.66 Million Stock

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Perigon Wealth Management LLC Has $32.26 Million Stock …

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5 days ago · Perigon Wealth Management LLC raised its holdings in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 6.1% during the fourth quarter, according to the company in its …

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Perigon Wealth Management LLC Has $32.26 Million Stock

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5 days ago · Perigon Wealth Management LLC raised its holdings in JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 6.1% during the fourth quarter, according to the company in its …

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Perigon Wealth Management LLC Has $34.98 Million Position

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Jan 31, 2025 · Perigon Wealth Management LLC lifted its stake in shares of Broadcom Inc. (NASDAQ:AVGO - Free Report) by 45.4% in the fourth quarter, according to its most recent …

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PERIGON WEALTH MANAGEMENT, LLC - WhaleWisdom.com

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Perigon Wealth Management is a large advisory firm with 3744 clients and discretionary assets under management (AUM) of $5,112,119,472 (Form ADV from 2024-11-18). Their last …

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Perigon Wealth Management LLC Has $2.29 Million Stock

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Jan 30, 2025 · Perigon Wealth Management LLC boosted its stake in Marsh & McLennan Companies, Inc. (NYSE:MMC - Free Report) by 12.6% in the fourth quarter, according to the …

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Perigon Wealth Management LLC Has $235,000 Stock ... - ETF …

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5 days ago · Perigon Wealth Management LLC lifted its holdings in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 4.7% during the 4th quarter, …

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Perigon Wealth Management LLC Has $17.42 Million Stock …

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Jan 28, 2025 · Perigon Wealth Management LLC increased its holdings in shares of McDonald's Co. (NYSE:MCD - Free Report) by 10.2% during the 4th quarter, according to its most recent …

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Perigon Wealth Management 13F Filings And Top Holdings And …

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Perigon Wealth Management was a net buyer of stock by $266M. Perigon Wealth Management has $4.1B in assets under management (AUM), dropping by 7.47%. ... Perigon Wealth …

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Perigon Wealth Management LLC Buys 3,880 Shares Of Wells …

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Jan 28, 2025 · Perigon Wealth Management LLC lifted its stake in shares of Wells Fargo & Company (NYSE:WFC - Free Report) by 2.0% during the 4th quarter, according to the …

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Perigon Wealth Management LLC Reduces Position In Lantern …

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4 days ago · Lantern Pharma Stock Performance. Shares of NASDAQ:LTRN opened at $4.67 on Tuesday. The company has a market cap of $50.37 million, a P/E ratio of -2.62 and a beta of …

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Perigon Wealth Management Welcomes Two Advisor Firms With …

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Mar 5, 2024 · Perigon Wealth Management LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $6.9 billion as of Jan, 31, …

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Perigon Wealth Management LLC Has $1.90 Million Stake In …

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Jan 30, 2025 · Perigon Wealth Management LLC grew its position in PayPal Holdings, Inc. (NASDAQ:PYPL - Free Report) by 67.6% during the 4th quarter, according to its most recent …

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FAQs about Perigon Wealth Management LLC Has $13.66 Million Stock Coupon?

Does perigon wealth management own Wipro Limited?

Perigon Wealth Management LLC acquired a new position in Wipro Limited (NYSE:WIT – Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 18,567 shares of the information technology services provider’s stock, valued at approximately $61,000. ...

Does perigon wealth management own iShares S&P Small-Cap 600 value ETF?

Perigon Wealth Management LLC lifted its holdings in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 4.7% during the 4th quarter, HoldingsChannel.com reports. The firm owned 2,135 shares of the company’s stock after buying an additional 95 shares during the period. ...

Does perigon Wealth Management LLC own JPMorgan Chase & Co?

Perigon Wealth Management LLC’s holdings in JPMorgan Chase & Co. were worth $32,257,000 at the end of the most recent quarter. Other large investors have also recently modified their holdings of the company. AMF Tjanstepension AB raised its position in JPMorgan Chase & Co. by 17.2% during the 3rd quarter. ...

What is perigon wealth management's biggest holding?

Their last reported 13F filing for Q1 2023 included $1,759,173,299 in managed 13F securities and a top 10 holdings concentration of 25.98%. Perigon Wealth Management's largest holding is Apple Inc with shares held of 813,564. ...

Who is perigon wealth management?

Perigon Wealth Management is a large advisory firm with 3498 clients and discretionary assets under management (AUM) of $4,043,963,049 (Form ADV from 2023-04-26). Their last reported 13F filing for Q1 2023 included $1,759,173,299 in managed 13F securities and a top 10 holdings concentration of 25.98%. ...

Does perigon Wealth Management LLC own Lantern Pharma?

Perigon Wealth Management LLC’s holdings in Lantern Pharma were worth $47,000 at the end of the most recent quarter. A number of other hedge funds have also recently modified their holdings of LTRN. Dimensional Fund Advisors LP grew its holdings in shares of Lantern Pharma by 55.7% in the 2nd quarter. ...