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 $7.21B AUM 45.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $462M AUM 226.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TIM
Triodos Investment Management Driebergen-Rijsenburg, Netherlands $1.64B AUM 37.98% 1-Year Est. Return

Perigon Wealth Management's TPIC Position: Q4 2024 in Review

Perigon Wealth Management sold out of TPI Composites (TPIC) in Q4 2024, closing a stake of 10,938 shares — an estimated $49.8K sold.

Perigon Wealth Management first reported a position in TPIC in Q4 2016 and held it in 6 quarters. The position peaked at $294K in Q1 2017. 124 funds tracked by Wall St. Rank hold TPIC as of Q4 2024.

  • Perigon Wealth Management reported no remaining TPI Composites position as of Q4 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 10,938 TPI Composites shares in Q4 2024, an estimated $49.8K.
  • Perigon Wealth Management first reported a position in TPI Composites in Q4 2016 and held it in 6 quarters.
  • Perigon Wealth Management's TPI Composites position peaked at $294K in Q1 2017.
  • 124 funds tracked by Wall St. Rank held TPI Composites as of Q4 2024.

Based on Perigon Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.