Perigon Wealth Management LLC Trims Stock Holdings in Meta

Perigon Wealth Management LLC Trims Stock Holdings In Meta

3 weeks from now

18 hours ago  · Perigon Wealth Management LLC cut its holdings in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 4.7% during the fourth quarter, according to the company …

marketbeat.com

PERIGON WEALTH MANAGEMENT, LLC Top 13F Holdings

3 weeks from now

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 …

whalewisdom.com

Perigon Wealth Management LLC Has $862,000 Position In

3 weeks from now

1 day ago  · Perigon Wealth Management LLC trimmed its position in Newmont Co. (NYSE:NEM - Free Report) by 23.7% during the fourth quarter, according to the company in its most recent …

marketbeat.com

Perigon Wealth Management, LLC Portfolio Holdings

3 weeks from now

Perigon Wealth Management, LLC has filed its 13F form on January 29, 2024 for Q4 2023 where it was disclosed a total value porftolio of $3.04 Billion distributed in 832 stocks.

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Perigon Wealth Management LLC Trims Holdings In Blackstone

3 weeks from now

4 days ago  · Perigon Wealth Management LLC lowered its stake in Blackstone Inc. (NYSE:BX - Free Report) by 2.8% in the 4th quarter, according to its most recent filing with the SEC. The …

marketbeat.com

Perigon Wealth Management, LLC - 13F

3 weeks from now

Perigon Wealth Management, LLC reported 992 holdings with total value $3.79 B as of Q3 2024. Top holdings included AAPL, NVDA, IVV, QQQ, and AMZN. Perigon Wealth Management, …

13f.info

Perigon Wealth Management LLC Trims Stock Position In Quanta …

3 weeks from now

18 hours ago  · Perigon Wealth Management LLC reduced its stake in Quanta Services, Inc. (NYSE:PWR – Free Report) by 6.2% during the 4th quarter, according to its most recent filing …

reporter.am

Perigon Rises From 56 To 42 San Francisco Business Times

3 weeks from now

Nov 6, 2024  · Perigon Wealth Management (“Perigon”), a rapidly growing independent wealth management firm with offices across the country and approximately $8.2 billion in client assets …

perigonwealth.com

Perigon Wealth Management LLC Trims Stock Holdings In

3 weeks from now

3 days ago  · Perigon Wealth Management LLC cut its stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 6.0% during the 4th quarter, according to the company …

marketbeat.com

Perigon Wealth Management LLC Sells 1,402 Shares Of Spotify …

3 weeks from now

18 hours ago  · Perigon Wealth Management LLC cut its holdings in Spotify Technology S.A. (NYSE:SPOT – Free Report) by 54.7% during the 4th quarter, according to its most recent …

reporter.am

Perigon Wealth Management LLC Raises Stock Holdings In Arm …

3 weeks from now

1 day ago  · Perigon Wealth Management LLC grew its stake in shares of Arm Holdings plc (NASDAQ:ARM - Free Report) by 35.3% during the fourth quarter, according to the company …

marketbeat.com

Builders FirstSource, Inc. (NYSE:BLDR) Shares Purchased By Perigon ...

3 weeks from now

18 hours ago  · Perigon Wealth Management LLC boosted its holdings in shares of Builders FirstSource, Inc. (NYSE:BLDR – Free Report) by 30.9% during the 4th quarter, according to …

reporter.am

Perigon Wealth Management LLC Has $15.11 Million Stake In

3 weeks from now

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 …

marketbeat.com

NextEra Energy, Inc. (NYSE:NEE) Stock Holdings Increased By …

3 weeks from now

3 days ago  · Perigon Wealth Management LLC grew its position in shares of NextEra Energy, Inc. (NYSE:NEE - Free Report) by 29.7% during the fourth quarter, according to the company in its …

marketbeat.com