Perigon Wealth Management’s ABB Ltd ABB Stock Holding History

Perigon Wealth Management’s Portfolio ABB Stock Details ABB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-9,374	Closed	-$322K	–	813
2023 Q1	$322K	Sell	9,374 -2,380	-20%	-$79.7K	0.02%	520
2022 Q4	$358K	Buy	11,754 +749	+7%	+$21.8K	0.02%	478
2022 Q3	$282K	Buy	11,005 +2,291	+26%	+$64.4K	0.02%	436
2022 Q2	$233K	Buy	+8,714	New	+$259K	0.02%	499
2021 Q1	–	Sell	-1,266	Closed	-$35K	–	1080
2020 Q4	$35K	Buy	+1,266	New	+$33.7K	﹤0.01%	863
2017 Q1	–	Sell	-1,231	Closed	-$28K	–	721
2016 Q4	$28K	Hold	1,231	–	–	0.01%	423
2016 Q3	$28K	Buy	+1,231	New	+$26.4K	0.01%	363

Other funds holding ABB

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

NIM

Northeast Investment Management Boston, Massachusetts $2.71B AUM 25.45% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

GCAC

Guardian Capital Advisors (Canada) Toronto, Ontario, Canada $1.02B AUM 25.29% 1-Year Est. Return

CCM

Carmel Capital Management Carmel, California $456M AUM 79.51% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Perigon Wealth Management's ABB Position: Q2 2023 in Review

Perigon Wealth Management sold out of ABB Ltd (ABB) in Q2 2023, closing a stake of 9,374 shares — an estimated $322K sold.

Perigon Wealth Management first reported a position in ABB in Q3 2016 and held it in 7 quarters. The position peaked at $358K in Q4 2022. 134 funds tracked by Wall St. Rank hold ABB as of Q2 2023.

Perigon Wealth Management reported no remaining ABB Ltd position as of Q2 2023 after selling out during the quarter.
Perigon Wealth Management sold 9,374 ABB Ltd shares in Q2 2023, an estimated $322K.
Perigon Wealth Management first reported a position in ABB Ltd in Q3 2016 and held it in 7 quarters.
Perigon Wealth Management's ABB Ltd position peaked at $358K in Q4 2022.
134 funds tracked by Wall St. Rank held ABB Ltd as of Q2 2023.

Based on Perigon Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.