PWM
DEA

Perigon Wealth Management’s Easterly Government Properties DEA Stock Holding History

Perigon Wealth Management’s Portfolio DEA Stock Details DEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-25,830
Closed -$1.02M – 693
2022
Q3 		$1.02M Buy
+25,830
New +$1.2M 0.09% 202

Other funds holding DEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

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

Perigon Wealth Management sold out of Easterly Government Properties (DEA) in Q4 2022, closing a stake of 25,830 shares — an estimated $1.02M sold.

Perigon Wealth Management first reported a position in DEA in Q3 2022 and held it in 1 quarter. The position peaked at $1.02M in Q3 2022. 263 funds tracked by Wall St. Rank hold DEA as of Q4 2022.

  • Perigon Wealth Management reported no remaining Easterly Government Properties position as of Q4 2022 after selling out during the quarter.
  • Perigon Wealth Management sold 25,830 Easterly Government Properties shares in Q4 2022, an estimated $1.02M.
  • Perigon Wealth Management first reported a position in Easterly Government Properties in Q3 2022 and held it in 1 quarter.
  • Perigon Wealth Management's Easterly Government Properties position peaked at $1.02M in Q3 2022.
  • 263 funds tracked by Wall St. Rank held Easterly Government Properties as of Q4 2022.

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