Perigon Wealth Management LLC Has $6.38 Million Stock …

4 days ago · Perigon Wealth Management LLC grew its holdings in shares of Verizon Communications Inc. (NYSE:VZ - Free Report) by 4.2% during the fourth quarter, according to …

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Perigon Wealth Management LLC Has $6.38 Million Stock …

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4 days ago · Perigon Wealth Management LLC grew its holdings in shares of Verizon Communications Inc. (NYSE:VZ - Free Report) by 4.2% during the fourth quarter, according to …

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Perigon Wealth Management LLC Has $4.68 Million Stock …

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3 days ago · The institutional investor owned 17,681 shares of the company’s stock after buying an additional 2,276 shares during the period. Perigon Wealth Management LLC’s holdings in …

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Perigon Wealth Management LLC Sells 12,501 Shares Of

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18 hours ago · Perigon Wealth Management LLC lowered its position in shares of Dropbox, Inc. (NASDAQ:DBX - Free Report) by 33.7% during the fourth quarter, according to its most recent …

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Perigon Wealth Management LLC Has $14.98 Million Stock …

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4 days ago · Perigon Wealth Management LLC raised its position in shares of Wells Fargo & Company (NYSE:WFC) by 2.0% in the 4th quarter, according to the company in its most …

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Perigon Wealth Management Deepens Goldman Sachs Relationship

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Jan 9, 2025 · Perigon Wealth Management, LLC ("Perigon"), a rapidly growing independent wealth management firm with offices across the country and approximately $8.7 billion in client …

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Perigon Wealth Management LLC Has $8.72 Million Stock Position …

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4 days ago · Perigon Wealth Management LLC lessened its holdings in shares of The Walt Disney Company (NYSE:DIS - Free Report) by 5.5% during the fourth quarter, according to …

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Perigon Wealth Management LLC Has $5.22 Million Holdings In …

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3 days ago · The fund owned 200,388 shares of the company’s stock after buying an additional 15,772 shares during the period. Perigon Wealth Management LLC owned 0.06% of SPDR …

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Perigon Wealth Management LLC Has $15.11 Million Stake In …

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1 day ago · Perigon Wealth Management LLC lessened its stake in shares of Exxon Mobil Co. (NYSE:XOM - Free Report) by 2.4% in the 4th quarter, according to the company in its most …

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Perigon Wealth Management 13F Filings And Top Holdings And …

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Latest statistics and disclosures from Perigon Wealth Management's latest quarterly 13F-HR filing: Top 5 stock holdings are AAPL, NVDA, IVV, QQQ, AMZN, and represent 20.25% of …

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Perigon Wealth Management LLC Has $1.51 Million Stock

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2 days ago · 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 $1.42 Million Stock

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2 days ago · 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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FAQs about Perigon Wealth Management LLC Has $6.38 Million Stock … Coupon?

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%. ...

Who owns perigon International Inc?

Shimizu Corporation（President: Kazuyuki Inoue）has acquired 100％ of the shares in Perigon International Inc.（hereafter, Perigon）to strengthen its engineering business in North America. Perigon is an engineering company with its headquarters in North Carolina and was made a subsidiary of Shimizu’s regional headquarters in North America. ...

Is perigon A Good Company?

The company specializes in manufacturing process engineering and has chemical and automotive-related manufacturers as customers. Perigon has annual net sales of around 500 million yen. The company also has a experience of collaboration with Shimizu’s operating companies in the U.S. and has a good relationship with Shimizu. ...

Does perigon have a custodial relationship with Goldman Sachs?

Perigon's custodial addition deepens the firm's engagement with Goldman Sachs, building upon its existing relationship with Goldman Sachs Asset Management. ...

How does Goldman Sachs support perigon Rias?

Bill Dalton, Head of RIA Custody Sales at Goldman Sachs, said, "We are proud to support Perigon, one of the fastest growing RIAs in the country, by providing their advisors access to Goldman Sachs' industry-leading solutions and capabilities through our holistic approach to serving RIAs." ...