PWM
LOXO

Perigon Wealth Management’s Loxo Oncology, Inc LOXO Stock Holding History

Perigon Wealth Management’s Portfolio LOXO Stock Details LOXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-100
Closed -$12K – 681
2018
Q1 		$12K Hold
100
– – ﹤0.01% 498
2017
Q4 		$8K Hold
100
– – ﹤0.01% 509
2017
Q3 		$9K Buy
+100
New +$7.77K ﹤0.01% 521

Other funds holding LOXO

AC
Aisling Capital New York $45.3M AUM 15.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Perigon Wealth Management's LOXO Position: Q2 2018 in Review

Perigon Wealth Management sold out of Loxo Oncology, Inc (LOXO) in Q2 2018, closing a stake of 100 shares — an estimated $12K sold.

Perigon Wealth Management first reported a position in LOXO in Q3 2017 and held it in 3 quarters. The position peaked at $12K in Q1 2018. 213 funds tracked by Wall St. Rank hold LOXO as of Q2 2018.

  • Perigon Wealth Management reported no remaining Loxo Oncology, Inc position as of Q2 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 100 Loxo Oncology, Inc shares in Q2 2018, an estimated $12K.
  • Perigon Wealth Management first reported a position in Loxo Oncology, Inc in Q3 2017 and held it in 3 quarters.
  • Perigon Wealth Management's Loxo Oncology, Inc position peaked at $12K in Q1 2018.
  • 213 funds tracked by Wall St. Rank held Loxo Oncology, Inc as of Q2 2018.

Based on Perigon Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.