PWM
TPIC

Perigon Wealth Management’s TPI Composites TPIC Stock Holding History

Perigon Wealth Management’s Portfolio TPIC Stock Details TPIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,938
Closed -$49.8K – 1100
2024
Q3 		$49.8K Buy
+10,938
New +$44.7K ﹤0.01% 985
2024
Q2 		– Sell
-12,340
Closed -$35.9K – 916
2024
Q1 		$35.9K Buy
+12,340
New +$36.3K ﹤0.01% 849
2021
Q1 		– Sell
-1,662
Closed -$88K – 985
2020
Q4 		$88K Buy
+1,662
New +$66.4K 0.01% 573
2017
Q3 		– Sell
-12,973
Closed -$240K – 711
2017
Q2 		$240K Sell
12,973
-2,468
-16% -$44.5K 0.05% 237
2017
Q1 		$294K Buy
15,441
+1,965
+15% +$35.1K 0.06% 223
2016
Q4 		$234K Buy
+13,476
New +$219K 0.05% 231

Other funds holding TPIC

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brightline Capital Management Miami, Florida $338M AUM 197.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.32B AUM 24.91% 1-Year Est. Return