PWM
FEZ icon

Perigon Wealth Management’s State Street SPDR EURO STOXX 50 ETF FEZ Stock Holding History

Perigon Wealth Management’s Portfolio FEZ Stock Details FEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-28,868
Closed -$1.57M – 1074
2025
Q1 		$1.57M Buy
+28,868
New +$1.54M 0.04% 355
2021
Q1 		– Sell
-485
Closed -$20K – 675
2020
Q4 		$20K Buy
+485
New +$18.9K ﹤0.01% 1048
2018
Q2 		– Sell
-1,795
Closed -$72K – 364
2018
Q1 		$72K Hold
1,795
– – 0.03% 269
2017
Q4 		$73K Buy
1,795
+1,123
+167% +$46.2K 0.03% 242
2017
Q3 		$28K Hold
672
– – 0.01% 412
2017
Q2 		$26K Hold
672
– – 0.01% 430
2017
Q1 		$24K Hold
672
– – 0.01% 453
2016
Q4 		$24K Buy
+672
New +$21.8K 0.01% 438
2016
Q3 		– Sell
-672
Closed -$21K – 618
2016
Q2 		$21K Buy
+672
New +$22.2K 0.01% 334

Other funds holding FEZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return