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Perigon Wealth Management’s Ginkgo Bioworks DNA Stock Holding History

Perigon Wealth Management’s Portfolio DNA Stock Details DNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-286
Closed -$3.82K – 1005
2024
Q2 		$3.82K Sell
286
-3
-1% -$90 ﹤0.01% 866
2024
Q1 		$13.4K Buy
+289
New +$15K ﹤0.01% 853

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BlackRock
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Perigon Wealth Management's DNA Position: Q3 2024 in Review

Perigon Wealth Management sold out of Ginkgo Bioworks (DNA) in Q3 2024, closing a stake of 286 shares — an estimated $3.82K sold.

Perigon Wealth Management first reported a position in DNA in Q1 2024 and held it in 2 quarters. The position peaked at $13.4K in Q1 2024. 158 funds tracked by Wall St. Rank hold DNA as of Q3 2024.

  • Perigon Wealth Management reported no remaining Ginkgo Bioworks position as of Q3 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 286 Ginkgo Bioworks shares in Q3 2024, an estimated $3.82K.
  • Perigon Wealth Management first reported a position in Ginkgo Bioworks in Q1 2024 and held it in 2 quarters.
  • Perigon Wealth Management's Ginkgo Bioworks position peaked at $13.4K in Q1 2024.
  • 158 funds tracked by Wall St. Rank held Ginkgo Bioworks as of Q3 2024.

Based on Perigon Wealth Management's 13F filing for Q3 2024, filed 16 Oct 2024.