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Perigon Wealth Management’s Evolv Technologies EVLV Stock Holding History

Perigon Wealth Management’s Portfolio EVLV Stock Details EVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-110,949
Closed -$449K – 1059
2024
Q3 		$449K Buy
+110,949
New +$387K 0.01% 648

Other funds holding EVLV

GCGM
General Catalyst Group Management Cambridge, Massachusetts $184M AUM 50.45% 1-Year Est. Return
DCI
Data Collective IV Palo Alto, California $55.9M AUM 49.14% 1-Year Est. Return
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
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $1.86B AUM 24.52% 1-Year Est. Return
KCM
Key Colony Management Little Rock, Arkansas $73.7M AUM 49.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Perigon Wealth Management's EVLV Position: Q4 2024 in Review

Perigon Wealth Management sold out of Evolv Technologies (EVLV) in Q4 2024, closing a stake of 110,949 shares — an estimated $449K sold.

Perigon Wealth Management first reported a position in EVLV in Q3 2024 and held it in 1 quarter. The position peaked at $449K in Q3 2024. 182 funds tracked by Wall St. Rank hold EVLV as of Q4 2024.

  • Perigon Wealth Management reported no remaining Evolv Technologies position as of Q4 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 110,949 Evolv Technologies shares in Q4 2024, an estimated $449K.
  • Perigon Wealth Management first reported a position in Evolv Technologies in Q3 2024 and held it in 1 quarter.
  • Perigon Wealth Management's Evolv Technologies position peaked at $449K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Evolv Technologies as of Q4 2024.

Based on Perigon Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.