Perigon Wealth Management, LLC Sells in Q3 2024

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
PYPL
Pay Pal Holdings, Inc.

Financial Services
-4.83K
- 27.53%
$57.22 - $80.08 $276K - $387K
12.7K $992K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-799
- 9.33%
$30.55 - $30.85 $24.4K - $24.6K
7.76K $239K
GCOR
Goldman Sachs ETF Tr Access U

ETFs
-1.16K
- 8.02%
$40.44 - $42.71 $46.7K - $49.4K
13.3K $563K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-895
- 4.51%
$47.01 - $48.2 $42.1K - $43.1K
18.9K $911K
XLY
Select Sector Spdr Consumer Di

ETFs
-546
- 11.35%
$170.05 - $200.86 $92.8K - $110K
4.27K $854K
CPRT
Copart Inc

Consumer Cyclical
-266
- 5.06%
$49.19 - $55.54 $13.1K - $14.8K
4.99K $261K
GTIP
Goldman Sachs ETF Tr Access In

ETFs
-744
- 8.15%
$48.09 - $50.25 $35.8K - $37.4K
8.38K $419K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-824
- 9.39%
$49.82 - $52.8 $41.1K - $43.5K
7.95K $418K
MAR
Marriott International Inc

Consumer Cyclical
-162
- 6.29%
$211.35 - $255.11 $34.2K - $41.3K
2.41K $600K
DOW
Dow Inc.

Basic Materials
-864
- 5.21%
$50.15 - $55.41 $43.3K - $47.9K
15.7K $859K
NMR
Nomura Holdings Inc

Financial Services
-1.13K
- 4.89%
$4.92 - $6.31 $5.55K - $7.12K
21.9K $114K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
-19
- 0.82%
$194.69 - $239.18 $3.7K - $4.54K
2.3K $480K
ASX
Ase Technology Holding Co., Ltd.

Technology
-74
- 0.73%
$8.6 - $12.5 $636 - $925
10K $97K
PCAR
Paccar Inc

Industrials
-59
- 2.05%
$91.64 - $109.98 $5.41K - $6.49K
2.82K $278K
DIV
Global X Superdividend Us ETF

ETFs
-1K
- 8.88%
$17.18 - $17.18 $17.2K - $17.2K
10.3K $176K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-598
- 3.72%
$38.33 - $42.48 $22.9K - $25.4K
15.5K $651K
AKAM
Akamai Technologies Inc

Technology
-165
- 3.92%
N/A
4.04K $366K
PPLT
Abrdn Platinum ETF Trust

ETFs
-79
- 2.17%
$89.83 - $89.83 $7.1K - $7.1K
3.57K $320K
XITK
Spdr Ser Tr Factset Innovative

ETFs
-210
- 8.61%
$133.46 - $155.93 $28K - $32.7K
2.23K $344K
DASH
Door Dash, Inc.

Communication Services
-1.31K
- 25.45%
$100.28 - $143.99 $132K - $189K
3.85K $549K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.18K
- 8.46%
$33.74 - $37.96 $39.7K - $44.7K
12.7K $478K
TWLO
Twilio Inc

Communication Services
-787
- 15.56%
$56.03 - $65.23 $44.1K - $51.3K
4.27K $278K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-544
- 16.95%
$98.71 - $117.61 $53.7K - $64K
2.67K $313K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-26
- 4.56%
$320.55 - $412.94 $8.33K - $10.7K
544 $211K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-17
- 6.59%
$3305.62 - $4268.05 $56.2K - $72.6K
241 $1.02M
CHD
Church & Dwight CO Inc

Consumer Defensive
-93
- 2.41%
$98.01 - $106.59 $9.11K - $9.91K
3.76K $393K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-799
- 9.64%
$38.89 - $42.97 $31.1K - $34.3K
7.49K $320K
AZN
Astrazeneca PLC

Healthcare
-39
- 0.2%
$76.67 - $87.62 $2.99K - $3.42K
19K $1.48M
RELX
Relx PLC

Communication Services
-277
- 4.23%
$44.1 - $48.86 $12.2K - $13.5K
6.27K $297K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-35
- 0.32%
$19.65 - $22.6 $688 - $791
11.1K $239K
EPD
Enterprise Products Partners L.P.

Energy
-475
- 0.47%
$27.88 - $30.0 $13.2K - $14.3K
99.7K $2.9M
ESMV
Ishares Tr Ishares Esg Msci Us
-5.88K
- 7.57%
N/A
71.8K $0
Cava Group Inc
-1.12K
- 34.1%
N/A
2.16K $0
Net Power Inc
-20K
- 66.67%
N/A
10K $0
BGY
Black Rock Enhanced International Dividend Trust

Financial Services
-600
- 3.75%
$5.32 - $5.82 $3.19K - $3.49K
15.4K $89K
Liberty Global LTD
-10
- 0.05%
N/A
21.2K $0
Kenvue Inc
-1.95K
- 10.82%
N/A
16.1K $0
Linde PLC
-4.96K
- 53.68%
N/A
4.28K $0
Bank America Corp
-2
- 1.11%
N/A
178 $0
Gsk PLC
-788
- 7.56%
N/A
9.63K $0
Aegon LTD
-394
- 3.6%
N/A
10.5K $0
Manager Directed Portfolios
-37.1K
- 16.21%
N/A
192K $0
FSCO
Fs Cr Opportunities Corp Com
-1.59K
- 4.98%
N/A
30.4K $0
Ge Healthcare Technologies I
-558
- 6.06%
N/A
8.65K $0
Ge Vernova Inc
-57
- 1.56%
N/A
3.6K $0
Solventum Corp
-2.08K
- 31.26%
N/A
4.58K $0
NU
Nu Holdings Ltd.

Financial Services
-606
- 4.7%
$10.71 - $15.14 $6.49K - $9.17K
12.3K $167K
FTHI
First Trust Exchange Traded Fd

ETFs
-260
- 1.93%
$21.47 - $23.16 $5.58K - $6.02K
13.2K $303K
TGT
Target Corp

Consumer Defensive
-459
- 4.93%
$133.47 - $159.25 $61.3K - $73.1K
8.86K $1.38M
Activity Summary
Buys All Purchases 584 New Holdings 171 Increased Positions 413 Sells All Sells 362 Reductions 362 Sold out 0 Options Calls 3 Puts 1
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