PWM
NUTX

Perigon Wealth Management’s Nutex Health NUTX Stock Holding History

Perigon Wealth Management’s Portfolio NUTX Stock Details NUTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-138
Closed -$1.98K – 901
2024
Q1 		$1.98K Hold
138
– – ﹤0.01% 855
2023
Q4 		$3.72K Buy
138
+28
+25% +$873 ﹤0.01% 829
2023
Q3 		$3.33K Buy
110
+17
+18% +$820 ﹤0.01% 776
2023
Q2 		$5.85K Buy
+93
New +$7.98K ﹤0.01% 777

Other funds holding NUTX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SWM
Scissortail Wealth Management Tulsa, Oklahoma $498M AUM 20.41% 1-Year Est. Return
GWM
GDS Wealth Management Flower Mound, Texas $1.66B AUM 18.11% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Perigon Wealth Management sold out of Nutex Health (NUTX) in Q2 2024, closing a stake of 138 shares — an estimated $1.98K sold.

Perigon Wealth Management first reported a position in NUTX in Q2 2023 and held it in 4 quarters. The position peaked at $5.85K in Q2 2023. 26 funds tracked by Wall St. Rank hold NUTX as of Q2 2024.

  • Perigon Wealth Management reported no remaining Nutex Health position as of Q2 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 138 Nutex Health shares in Q2 2024, an estimated $1.98K.
  • Perigon Wealth Management first reported a position in Nutex Health in Q2 2023 and held it in 4 quarters.
  • Perigon Wealth Management's Nutex Health position peaked at $5.85K in Q2 2023.
  • 26 funds tracked by Wall St. Rank held Nutex Health as of Q2 2024.

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