PWM
Z icon

Perigon Wealth Management’s Zillow Z Stock Holding History

Perigon Wealth Management’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,097
Closed -$142K – 1063
2020
Q4 		$142K Buy
+1,097
New +$121K 0.02% 471
2018
Q2 		– Sell
-115
Closed -$6K – 607
2018
Q1 		$6K Hold
115
– – ﹤0.01% 550
2017
Q4 		$5K Hold
115
– – ﹤0.01% 543
2017
Q3 		$5K Buy
115
+20
+21% +$844 ﹤0.01% 562
2017
Q2 		$5K Hold
95
– – ﹤0.01% 533
2017
Q1 		$3K Sell
95
-3,700
-97% -$132K ﹤0.01% 595
2016
Q4 		$3K Buy
+3,795
New +$134K ﹤0.01% 678

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return