PWM
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Perigon Wealth Management’s Teradata TDC Stock Holding History

Perigon Wealth Management’s Portfolio TDC Stock Details TDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-16,407
Closed -$369K – 1107
2025
Q1 		$369K Sell
16,407
-211
-1% -$5.71K 0.01% 733
2024
Q4 		$515K Buy
+16,618
New +$520K 0.01% 632

Other funds holding TDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Perigon Wealth Management's TDC Position: Q2 2025 in Review

Perigon Wealth Management sold out of Teradata (TDC) in Q2 2025, closing a stake of 16,407 shares — an estimated $369K sold.

Perigon Wealth Management first reported a position in TDC in Q4 2024 and held it in 2 quarters. The position peaked at $515K in Q4 2024. 369 funds tracked by Wall St. Rank hold TDC as of Q2 2025.

  • Perigon Wealth Management reported no remaining Teradata position as of Q2 2025 after selling out during the quarter.
  • Perigon Wealth Management sold 16,407 Teradata shares in Q2 2025, an estimated $369K.
  • Perigon Wealth Management first reported a position in Teradata in Q4 2024 and held it in 2 quarters.
  • Perigon Wealth Management's Teradata position peaked at $515K in Q4 2024.
  • 369 funds tracked by Wall St. Rank held Teradata as of Q2 2025.

Based on Perigon Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.