PWM
KYNB

Perigon Wealth Management’s Kyntra Bio KYNB Stock Holding History

Perigon Wealth Management’s Portfolio KYNB Stock Details KYNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-50
Closed -$46K – 677
2020
Q4 		$46K Buy
+50
New +$52.6K 0.01% 765
2018
Q2 		– Sell
-62
Closed -$72K – 365
2018
Q1 		$72K Buy
62
+1
+2% +$1.32K 0.03% 270
2017
Q4 		$72K Hold
61
– – 0.03% 244
2017
Q3 		$82K Buy
+61
New +$64.3K 0.03% 280

Other funds holding KYNB

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Perigon Wealth Management sold out of Kyntra Bio (KYNB) in Q1 2021, closing a stake of 50 shares — an estimated $46K sold.

Perigon Wealth Management first reported a position in KYNB in Q3 2017 and held it in 4 quarters. The position peaked at $82K in Q3 2017. 198 funds tracked by Wall St. Rank hold KYNB as of Q1 2021.

  • Perigon Wealth Management reported no remaining Kyntra Bio position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 50 Kyntra Bio shares in Q1 2021, an estimated $46K.
  • Perigon Wealth Management first reported a position in Kyntra Bio in Q3 2017 and held it in 4 quarters.
  • Perigon Wealth Management's Kyntra Bio position peaked at $82K in Q3 2017.
  • 198 funds tracked by Wall St. Rank held Kyntra Bio as of Q1 2021.

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