PWM
EPZM

Perigon Wealth Management’s Epizyme, Inc EPZM Stock Holding History

Perigon Wealth Management’s Portfolio EPZM Stock Details EPZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-18,237
Closed -$198K – 1093
2020
Q4 		$198K Buy
18,237
+4,684
+35% +$57.8K 0.02% 401
2020
Q3 		$162K Buy
+13,553
New +$182K 0.02% 372
2020
Q1 		– Sell
-8,198
Closed -$201K – 347
2019
Q4 		$201K Buy
+8,198
New +$122K 0.04% 255

Other funds holding EPZM

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
RM
RP Management New York $139M AUM 37.98% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KXA
KPCB XIII Associates Menlo Park, California $186M AUM 11.23% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.64B AUM 245.64% 1-Year Est. Return

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

Perigon Wealth Management sold out of Epizyme, Inc (EPZM) in Q1 2021, closing a stake of 18,237 shares — an estimated $198K sold.

Perigon Wealth Management first reported a position in EPZM in Q4 2019 and held it in 3 quarters. The position peaked at $201K in Q4 2019. 138 funds tracked by Wall St. Rank hold EPZM as of Q1 2021.

  • Perigon Wealth Management reported no remaining Epizyme, Inc position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 18,237 Epizyme, Inc shares in Q1 2021, an estimated $198K.
  • Perigon Wealth Management first reported a position in Epizyme, Inc in Q4 2019 and held it in 3 quarters.
  • Perigon Wealth Management's Epizyme, Inc position peaked at $201K in Q4 2019.
  • 138 funds tracked by Wall St. Rank held Epizyme, Inc as of Q1 2021.

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