Perigon Wealth Management LLC Has $32.26 Million Stock

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 $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 - 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 $13.66 Million Stock

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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 …

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Perigon Wealth Management LLC Has $1.42 Million Stock

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Jan 30, 2025  · Perigon Wealth Management LLC grew its holdings in shares of Duke Energy Co. (NYSE:DUK - Free Report) by 23.6% in the fourth quarter, according to its most recent Form …

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Perigon Lands On Newsweek’s Top Financial Advisory Firm 2025

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Perigon Wealth Management, LLC (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $8.2 billion in client assets …

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Perigon Wealth Management LLC Increases Stock Holdings In …

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5 days ago  · Perigon Wealth Management LLC lifted its stake in shares of Cardinal Health, Inc. (NYSE:CAH – Free Report) by 13.0% during the 4th quarter, HoldingsChannel.com reports. …

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Perigon Wealth Management LLC Decreases Position In …

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5 days ago  · Check Out Our Latest Analysis on TransDigm Group. TransDigm Group Stock Down 0.9 %. NYSE:TDG opened at $1,352.43 on Monday. The company has a market cap of …

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Perigon Wealth Management LLC Has $2.28 Million Stock Position …

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Jan 30, 2025  · Perigon Wealth Management LLC grew its stake in Illinois Tool Works Inc. (NYSE:ITW - Free Report) by 23.4% in the fourth quarter, according to its most recent …

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Perigon Wealth Management LLC Has $251,000 Stock Holdings In …

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5 days ago  · Perigon Wealth Management LLC cut its holdings in shares of The Hershey Company (NYSE:HSY – Free Report) by 9.4% during the 4th quarter, according to the …

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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 LLC Has $242,000 Stock Holdings In …

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5 days ago  · Perigon Wealth Management LLC increased its holdings in Coterra Energy Inc. (NYSE:CTRA – Free Report) by 8.6% in the 4th quarter, according to its most recent …

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Perigon Wealth Management LLC Has $1.51 Million Stock

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Jan 30, 2025  · Perigon Wealth Management LLC lifted its stake in The Williams Companies, Inc. (NYSE:WMB - Free Report) by 138.5% in the fourth quarter, according to its most recent filing …

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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 $200,000 Stake In Take-Two ...

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4 days ago  · Perigon Wealth Management LLC reduced its holdings in shares of Take-Two Interactive Software, Inc. (NASDAQ:TTWO – Free Report) by 16.9% in the fourth quarter, …

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Perigon Wealth Management LLC Sells 4,753 Shares Of The

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Jan 28, 2025  · Perigon Wealth Management LLC lowered its position in The Walt Disney Company (NYSE:DIS - Free Report) by 5.5% in the fourth quarter, according to its most recent …

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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 LLC Makes New $290,000 ... - ETF …

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5 days ago  · Invesco Solar ETF Price Performance. TAN opened at $33.80 on Monday. The company has a market cap of $814.24 million, a price-to-earnings ratio of 9.19 and a beta of …

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Golden State Wealth Management LLC Buys New Shares In FS

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15 hours ago  · The firm acquired 60,436 shares of the company's stock, valued at approximately $1,313,000. ... Perigon Wealth Management LLC now owns 14,505 shares of the company's …

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FAQs about Perigon Wealth Management LLC Has $32.26 Million Stock Coupon?

What happened to perigon Wealth Management LLC?

Perigon Wealth Management LLC cut its holdings in shares of The Hershey Company (NYSE:HSY – Free Report) by 9.4% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,632 shares of the company’s stock after selling 170 shares during the period. ...

Does perigon wealth management own Take-Two Interactive Software?

Perigon Wealth Management LLC reduced its holdings in shares of Take-Two Interactive Software, Inc. (NASDAQ:TTWO – Free Report) by 16.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,091 shares of the company’s stock after selling 222 shares during the […] ...

Does perigon Wealth Management LLC own TransDigm Group Inc (TDG)?

Perigon Wealth Management LLC decreased its holdings in TransDigm Group Incorporated (NYSE:TDG – Free Report) by 31.4% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 245 shares of the aerospace company’s stock after selling 112 shares during the period. ...

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%. ...

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. ...

Does perigon Wealth Management LLC own Cardinal Health?

Perigon Wealth Management LLC’s holdings in Cardinal Health were worth $273,000 as of its most recent SEC filing. Other hedge funds and other institutional investors also recently bought and sold shares of the company. CHURCHILL MANAGEMENT Corp increased its holdings in shares of Cardinal Health by 1.5% in the 4th quarter. ...

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