PWM
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Perigon Wealth Management’s Snap SNAP Stock Holding History

Perigon Wealth Management’s Portfolio SNAP Stock Details SNAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-479
Closed -$24K – 945
2020
Q4 		$24K Buy
+479
New +$19.9K ﹤0.01% 987
2018
Q2 		– Sell
-1
Closed – – 537
2018
Q1 		$0 Hold
1
– – ﹤0.01% 681
2017
Q4 		$0 Hold
1
– – ﹤0.01% 667
2017
Q3 		$0 Buy
+1
New +$14 ﹤0.01% 707

Other funds holding SNAP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Perigon Wealth Management's SNAP Position: Q1 2021 in Review

Perigon Wealth Management sold out of Snap (SNAP) in Q1 2021, closing a stake of 479 shares — an estimated $24K sold.

Perigon Wealth Management first reported a position in SNAP in Q3 2017 and held it in 4 quarters. The position peaked at $24K in Q4 2020. 682 funds tracked by Wall St. Rank hold SNAP as of Q1 2021.

  • Perigon Wealth Management reported no remaining Snap position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 479 Snap shares in Q1 2021, an estimated $24K.
  • Perigon Wealth Management first reported a position in Snap in Q3 2017 and held it in 4 quarters.
  • Perigon Wealth Management's Snap position peaked at $24K in Q4 2020.
  • 682 funds tracked by Wall St. Rank held Snap as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.