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PWM
Perigon Wealth Management’s
Wynn Resorts
WYNN
Stock Holding History
Perigon Wealth Management’s Portfolio
WYNN Stock Details
WYNN Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-3,000
Closed
-$251K
–
1111
2025
Q1
$251K
Buy
3,000
+74
+3%
+$6.31K
0.01%
879
2024
Q4
$241K
Sell
2,926
-3,003
-51%
-$284K
0.01%
893
2024
Q3
$569K
Buy
+5,929
New
+$477K
0.02%
577
2024
Q1
–
Sell
-2,563
Closed
-$234K
–
930
2023
Q4
$234K
Sell
2,563
-467
-15%
-$41.4K
0.01%
744
2023
Q3
$280K
Buy
+3,030
New
+$304K
0.01%
613
2023
Q1
–
Sell
-2,557
Closed
-$211K
–
736
2022
Q4
$211K
Sell
2,557
-761
-23%
-$55.7K
0.01%
641
2022
Q3
$209K
Buy
+3,318
New
+$207K
0.02%
533
2020
Q2
–
Sell
-3,243
Closed
-$229K
–
373
2020
Q1
$229K
Buy
3,243
+1,237
+62%
+$139K
0.04%
283
2019
Q4
$283K
Sell
2,006
-1,994
-50%
-$243K
0.06%
204
2019
Q3
$460K
Buy
+4,000
New
+$476K
0.11%
130
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35.63%
1-Year Est. Return
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27.45%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Dallas, Texas
$30.5B AUM
29.95%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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