PWM
PRLB icon

Perigon Wealth Management’s Protolabs PRLB Stock Holding History

Perigon Wealth Management’s Portfolio PRLB Stock Details PRLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,868
Closed -$227K – 528
2021
Q1 		$227K Buy
1,868
+240
+15% +$39.9K 0.02% 441
2020
Q4 		$250K Buy
+1,628
New +$230K 0.03% 358
2019
Q3 		– Sell
-1,930
Closed -$224K – 258
2019
Q2 		$224K Hold
1,930
– – 0.05% 220
2019
Q1 		$215K Hold
1,930
– – 0.05% 207
2018
Q4 		$232K Sell
1,930
-32
-2% -$3.95K 0.06% 196
2018
Q3 		$317K Sell
1,962
-375
-16% -$53.1K 0.08% 166
2018
Q2 		$278K Buy
+2,337
New +$286K 0.08% 201
2017
Q4 		– Sell
-2,189
Closed -$176K – 662
2017
Q3 		$176K Sell
2,189
-4,239
-66% -$306K 0.06% 209
2017
Q2 		$432K Buy
6,428
+394
+7% +$23.8K 0.09% 181
2017
Q1 		$308K Buy
6,034
+626
+12% +$33.1K 0.07% 220
2016
Q4 		$290K Buy
5,408
+175
+3% +$9.18K 0.06% 216
2016
Q3 		$314K Buy
5,233
+2,207
+73% +$127K 0.08% 177
2016
Q2 		$174K Buy
+3,026
New +$202K 0.05% 205

Other funds holding PRLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return