Perigon Wealth Management’s Clovis Oncology, Inc. CLVS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-61,093	Closed	-$73K	–	733
2022 Q3	$73K	Sell	61,093 -478	-0.8%	-$745	0.01%	561
2022 Q2	$111K	Hold	61,571	–	–	0.01%	550
2022 Q1	$124K	Buy	61,571 +35,000	+132%	+$68.8K	0.01%	584
2021 Q4	$72K	Buy	26,571 +800	+3%	+$2.96K	0.01%	572
2021 Q3	$115K	Hold	25,771	–	–	0.01%	528
2021 Q2	$149K	Buy	25,771 +771	+3%	+$4.52K	0.01%	507
2021 Q1	$176K	Buy	+25,000	New	+$168K	0.02%	479
2018 Q2	–	Sell	-728	Closed	-$38K	–	644
2018 Q1	$38K	Buy	728 +30	+4%	+$1.75K	0.01%	349
2017 Q4	$47K	Hold	698	–	–	0.02%	302
2017 Q3	$58K	Buy	+698	New	+$55.3K	0.02%	318

Other funds holding CLVS

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

CASC

Coppell Advisory Solutions Corp Coppell, Texas $531M AUM

STB

S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

FFWM

Future Financial Wealth Management Cincinnati, Ohio $155M AUM 13% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Perigon Wealth Management's CLVS Position: Q4 2022 in Review

Perigon Wealth Management sold out of Clovis Oncology, Inc. (CLVS) in Q4 2022, closing a stake of 61,093 shares — an estimated $73K sold.

Perigon Wealth Management first reported a position in CLVS in Q3 2017 and held it in 10 quarters. The position peaked at $176K in Q1 2021. 15 funds tracked by Wall St. Rank hold CLVS as of Q4 2022.

Perigon Wealth Management reported no remaining Clovis Oncology, Inc. position as of Q4 2022 after selling out during the quarter.
Perigon Wealth Management sold 61,093 Clovis Oncology, Inc. shares in Q4 2022, an estimated $73K.
Perigon Wealth Management first reported a position in Clovis Oncology, Inc. in Q3 2017 and held it in 10 quarters.
Perigon Wealth Management's Clovis Oncology, Inc. position peaked at $176K in Q1 2021.
15 funds tracked by Wall St. Rank held Clovis Oncology, Inc. as of Q4 2022.

Based on Perigon Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.