Chris Ammann

@Perkins Coie Trust Co

Latest period2024 - Q4

Reported2d ago

Managed Assets$454.441M

Total holdings299

Assets growth rate0.79%

Assets growth rate (2-Q avg)2.82%

Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Perkins Coie Trust Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 299 positions.

Assets under management

The assets under management (AUM) of Perkins Coie Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 454.441M in assets, with a quarterly growth rate of 0.79% and a 2-quarter average growth rate of 2.82%. The portfolio is managed by Chris Ammann, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Recent Activity Exited	0%	$6.075M 6,398 shares@ $949.5 avg price	Exited
7093⤦Pennymac Copr Conv Bd 5.50 11 01 2024 Recent Activity Exited	0%	$198,500 200,000 shares@ $1.0 avg price	Exited
0924⤦Blackrock Inc Recent Activity Exited	0%	$187,053 197 shares@ $949.51 avg price	Exited
VRNVeren Inc Recent Activity Exited	0%	$147,600 24,000 shares@ $6.15 avg price	Exited
SASeabridge Gold Inc Recent Activity Exited	0%	$100,680 6,000 shares@ $16.78 avg price	Exited
VETVermilion Energy Inc Recent Activity Exited	0%	$97,700 10,000 shares@ $9.77 avg price	Exited
MESOMesoblast Limited Recent Activity Exited	0%	$93,955 11,500 shares@ $8.17 avg price	Exited
COHUCohu Inc Recent Activity Exited	0%	$77,100 3,000 shares@ $25.7 avg price	Exited
DAIOData I O Corporation Recent Activity Exited	0%	$75,776 29,600 shares@ $2.56 avg price	Exited
BTEBaytex Energy Corp Npv Recent Activity Exited	0%	$74,250 25,000 shares@ $2.97 avg price	Exited