PWM
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Perigon Wealth Management’s SeaStar Medical ICU Stock Holding History

Perigon Wealth Management’s Portfolio ICU Stock Details ICU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-137
Closed -$15.2K – 876
2023
Q4 		$15.2K Buy
+137
New +$20.3K ﹤0.01% 828

Other funds holding ICU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EH
Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

Perigon Wealth Management's ICU Position: Q1 2024 in Review

Perigon Wealth Management sold out of SeaStar Medical (ICU) in Q1 2024, closing a stake of 137 shares — an estimated $15.2K sold.

Perigon Wealth Management first reported a position in ICU in Q4 2023 and held it in 1 quarter. The position peaked at $15.2K in Q4 2023. 28 funds tracked by Wall St. Rank hold ICU as of Q1 2024.

  • Perigon Wealth Management reported no remaining SeaStar Medical position as of Q1 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 137 SeaStar Medical shares in Q1 2024, an estimated $15.2K.
  • Perigon Wealth Management first reported a position in SeaStar Medical in Q4 2023 and held it in 1 quarter.
  • Perigon Wealth Management's SeaStar Medical position peaked at $15.2K in Q4 2023.
  • 28 funds tracked by Wall St. Rank held SeaStar Medical as of Q1 2024.

Based on Perigon Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.