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Perigon Wealth Management’s Sprouts Farmers Market SFM Stock Holding History

Perigon Wealth Management’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,478
Closed -$226K – 1101
2025
Q1 		$226K Buy
+1,478
New +$220K 0.01% 919

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Renaissance Technologies
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State Street
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Perigon Wealth Management's SFM Position: Q2 2025 in Review

Perigon Wealth Management sold out of Sprouts Farmers Market (SFM) in Q2 2025, closing a stake of 1,478 shares — an estimated $226K sold.

Perigon Wealth Management first reported a position in SFM in Q1 2025 and held it in 1 quarter. The position peaked at $226K in Q1 2025. 767 funds tracked by Wall St. Rank hold SFM as of Q2 2025.

  • Perigon Wealth Management reported no remaining Sprouts Farmers Market position as of Q2 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 1,478 Sprouts Farmers Market shares in Q2 2025, an estimated $226K.
  • Perigon Wealth Management first reported a position in Sprouts Farmers Market in Q1 2025 and held it in 1 quarter.
  • Perigon Wealth Management's Sprouts Farmers Market position peaked at $226K in Q1 2025.
  • 767 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q2 2025.

Based on Perigon Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.