PWM
LBAI

Perigon Wealth Management’s Lakeland Bancorp Inc LBAI Stock Holding History

Perigon Wealth Management’s Portfolio LBAI Stock Details LBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18,209
Closed -$220K – 936
2024
Q1 		$220K Hold
18,209
– – 0.01% 782
2023
Q4 		$269K Sell
18,209
-61
-0.3% -$779 0.01% 689
2023
Q3 		$231K Buy
18,270
+61
+0.3% +$845 0.01% 687
2023
Q2 		$244K Hold
18,209
– – 0.01% 677
2023
Q1 		$285K Sell
18,209
-1,657
-8% -$30.1K 0.02% 553
2022
Q4 		$350K Buy
19,866
+3,668
+23% +$65.4K 0.02% 485
2022
Q3 		$259K Buy
16,198
+840
+5% +$13.4K 0.02% 466
2022
Q2 		$225K Sell
15,358
-331
-2% -$5.08K 0.02% 511
2022
Q1 		$262K Buy
+15,689
New +$290K 0.02% 509

Perigon Wealth Management's LBAI Position: Q2 2024 in Review

Perigon Wealth Management sold out of Lakeland Bancorp Inc (LBAI) in Q2 2024, closing a stake of 18,209 shares — an estimated $220K sold.

Perigon Wealth Management first reported a position in LBAI in Q1 2022 and held it in 9 quarters. The position peaked at $350K in Q4 2022. 0 funds tracked by Wall St. Rank hold LBAI as of Q2 2024.

  • Perigon Wealth Management reported no remaining Lakeland Bancorp Inc position as of Q2 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 18,209 Lakeland Bancorp Inc shares in Q2 2024, an estimated $220K.
  • Perigon Wealth Management first reported a position in Lakeland Bancorp Inc in Q1 2022 and held it in 9 quarters.
  • Perigon Wealth Management's Lakeland Bancorp Inc position peaked at $350K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q2 2024.

Based on Perigon Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.