Perigon Wealth Management LLC Sells 12,501 Shares of

Feb 1, 2025 · 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 Sells 12,501 Shares Of

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Feb 1, 2025 · 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 Sells 2,189 Shares Of Conagra …

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5 days ago · Perigon Wealth Management LLC decreased its position in Conagra Brands, Inc. (NYSE:CAG – Free Report) by 15.0% in the fourth quarter, according to the company in its …

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Perigon Wealth Management LLC Sells 228 Shares Of NXP …

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4 days ago · Perigon Wealth Management LLC cut its position in NXP Semiconductors (NASDAQ:NXPI – Free Report) by 19.3% in the 4th quarter, according to its most recent Form …

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Perigon Wealth Management LLC Sells 2,694 Shares Of PepsiCo, …

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Jan 29, 2025 · Finally, Granite Bay Wealth Management LLC lifted its stake in shares of PepsiCo by 9.3% in the 2nd quarter. Granite Bay Wealth Management LLC now owns 25,676 shares of …

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Perigon Wealth Management LLC Sells 1,151 Shares Of Monolithic …

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5 days ago · Perigon Wealth Management LLC trimmed its holdings in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR – Free Report) by 70.2% in the 4th quarter, according to its …

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Perigon Wealth Management LLC Sells 12,631 Shares Of Global X …

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5 days ago · Perigon Wealth Management LLC lowered its position in Global X China Consumer ETF (NYSEARCA:CHIQ – Free Report) by 43.2% during the 4th quarter, HoldingsChannel …

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Perigon Wealth Management LLC Sells 1,752 Shares Of The …

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Jan 28, 2025 · Perigon Wealth Management LLC trimmed its holdings in The Travelers Companies, Inc. (NYSE:TRV - Free Report) by 4.7% during the fourth quarter, according to its …

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Perigon Wealth Management LLC Sells 10,130 Shares Of Zuora, …

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4 days ago · Perigon Wealth Management LLC reduced its position in shares of Zuora, Inc. (NYSE:ZUO – Free Report) by 42.3% in the 4th quarter, according to the company in its most …

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Perigon Wealth Management LLC Sells 112 Shares Of Nucor Co.

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4 days ago · Perigon Wealth Management LLC trimmed its position in Nucor Co. (NYSE:NUE – Free Report) by 5.9% in the fourth quarter, according to its most recent filing with the SEC. …

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Executive Director, Head Of Operational Strategy - LinkedIn

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Perigon Wealth Management, LLC announced the acquisition of Creative Financial Planning, based in New York, with $150 million in assets. The firm previously affiliated with …

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Perigon Wealth Management LLC Sells 74,501 Shares Of

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4 days ago · Perigon Wealth Management LLC lowered its stake in iShares USD Green Bond ETF (NASDAQ:BGRN – Free Report) by 94.5% in the 4th quarter, according to its most recent …

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Perigon Wealth Management LLC Sells 3,003 Shares Of Wynn …

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5 days ago · Perigon Wealth Management LLC cut its holdings in shares of Wynn Resorts, Limited (NASDAQ:WYNN - Free Report) by 50.6% during the 4th quarter, according to its …

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How To Find The Value Of Your Old Stock Certificates

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0.5 share Common $1 par. Bowser Inc. (IN) reincorporated in Delaware as Bowser Delaware 11/17/69" Any reference to "Capital Stock" essentially means shares held in the company. So …

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FAQs about Perigon Wealth Management LLC Sells 12,501 Shares of 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. ...

Did perigon wealth management cut its position in Canadian Pacific Kansas City Limited?

Perigon Wealth Management LLC cut its position in Canadian Pacific Kansas City Limited (NYSE:CP – Free Report) (TSE:CP) by 4.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,413 shares of the transportation company’s stock after selling 153 […] ...

How much is perigon Wealth Management LLC's Canadian Pacific Kansas City stock worth?

Perigon Wealth Management LLC’s holdings in Canadian Pacific Kansas City were worth $254,000 at the end of the most recent reporting period. Several other hedge funds have also recently made changes to their positions in CP. Grove Bank & Trust boosted its holdings in shares of Canadian Pacific Kansas City by 56.0% in 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 Fisher Asset Management LLC own Wipro?

Fisher Asset Management LLC lifted its position in Wipro by 72.2% in the third quarter. Fisher Asset Management LLC now owns 3,802,182 shares of the information technology services provider’s stock worth $24,638,000 after purchasing an additional 1,593,619 shares during the period. ...