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Perigon Wealth Management’s Editas Medicine EDIT Stock Holding History

Perigon Wealth Management’s Portfolio EDIT Stock Details EDIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-532
Closed -$37K – 640
2020
Q4 		$37K Buy
+532
New +$21.9K ﹤0.01% 839
2018
Q3 		– Sell
-6,476
Closed -$232K – 249
2018
Q2 		$232K Buy
+6,476
New +$229K 0.07% 217
2017
Q4 		– Sell
-4,972
Closed -$119K – 621
2017
Q3 		$119K Buy
+4,972
New +$94.6K 0.04% 241

Other funds holding EDIT

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Perigon Wealth Management's EDIT Position: Q1 2021 in Review

Perigon Wealth Management sold out of Editas Medicine (EDIT) in Q1 2021, closing a stake of 532 shares — an estimated $37K sold.

Perigon Wealth Management first reported a position in EDIT in Q3 2017 and held it in 3 quarters. The position peaked at $232K in Q2 2018. 312 funds tracked by Wall St. Rank hold EDIT as of Q1 2021.

  • Perigon Wealth Management reported no remaining Editas Medicine position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 532 Editas Medicine shares in Q1 2021, an estimated $37K.
  • Perigon Wealth Management first reported a position in Editas Medicine in Q3 2017 and held it in 3 quarters.
  • Perigon Wealth Management's Editas Medicine position peaked at $232K in Q2 2018.
  • 312 funds tracked by Wall St. Rank held Editas Medicine as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.