PWM
BIVV

Perigon Wealth Management’s Bioverativ Inc. Common Stock BIVV Stock Holding History

Perigon Wealth Management’s Portfolio BIVV Stock Details BIVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-142
Closed -$8K – 644
2017
Q1 		$8K Buy
+142
New +$7K ﹤0.01% 547

Other funds holding BIVV

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
HM
HealthCor Management New York $109M AUM 10.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WIM
Woodford Investment Management London, United Kingdom $310M AUM 17.41% 1-Year Est. Return

Perigon Wealth Management's BIVV Position: Q2 2017 in Review

Perigon Wealth Management sold out of Bioverativ Inc. Common Stock (BIVV) in Q2 2017, closing a stake of 142 shares — an estimated $8K sold.

Perigon Wealth Management first reported a position in BIVV in Q1 2017 and held it in 1 quarter. The position peaked at $8K in Q1 2017. 452 funds tracked by Wall St. Rank hold BIVV as of Q2 2017.

  • Perigon Wealth Management reported no remaining Bioverativ Inc. Common Stock position as of Q2 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 142 Bioverativ Inc. Common Stock shares in Q2 2017, an estimated $8K.
  • Perigon Wealth Management first reported a position in Bioverativ Inc. Common Stock in Q1 2017 and held it in 1 quarter.
  • Perigon Wealth Management's Bioverativ Inc. Common Stock position peaked at $8K in Q1 2017.
  • 452 funds tracked by Wall St. Rank held Bioverativ Inc. Common Stock as of Q2 2017.

Based on Perigon Wealth Management's 13F filing for Q2 2017, filed 12 Sep 2017.