Perigon Wealth Management’s Gaotu Techedu GOTU Stock Holding History

Perigon Wealth Management’s Portfolio GOTU Stock Details GOTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-500	Closed	-$26K	–	713
2020 Q4	$26K	Buy	+500	New	+$36.5K	﹤0.01%	949

Other funds holding GOTU

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Perigon Wealth Management's GOTU Position: Q1 2021 in Review

Perigon Wealth Management sold out of Gaotu Techedu (GOTU) in Q1 2021, closing a stake of 500 shares — an estimated $26K sold.

Perigon Wealth Management first reported a position in GOTU in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 174 funds tracked by Wall St. Rank hold GOTU as of Q1 2021.

Perigon Wealth Management reported no remaining Gaotu Techedu position as of Q1 2021 after selling out during the quarter.
Perigon Wealth Management sold 500 Gaotu Techedu shares in Q1 2021, an estimated $26K.
Perigon Wealth Management first reported a position in Gaotu Techedu in Q4 2020 and held it in 1 quarter.
Perigon Wealth Management's Gaotu Techedu position peaked at $26K in Q4 2020.
174 funds tracked by Wall St. Rank held Gaotu Techedu as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.