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Perigon Wealth Management’s Teck Resources TECK Stock Holding History

Perigon Wealth Management’s Portfolio TECK Stock Details TECK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,293
Closed -$475K – 816
2023
Q2 		$475K Buy
+11,293
New +$485K 0.02% 464
2023
Q1 		– Sell
-7,313
Closed -$277K – 729
2022
Q4 		$277K Buy
+7,313
New +$253K 0.02% 557

Other funds holding TECK

CS
Candriam SCA Strassen, Luxembourg, Luxembourg $22.2B AUM 58.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Perigon Wealth Management's TECK Position: Q3 2023 in Review

Perigon Wealth Management sold out of Teck Resources (TECK) in Q3 2023, closing a stake of 11,293 shares — an estimated $475K sold.

Perigon Wealth Management first reported a position in TECK in Q4 2022 and held it in 2 quarters. The position peaked at $475K in Q2 2023. 485 funds tracked by Wall St. Rank hold TECK as of Q3 2023.

  • Perigon Wealth Management reported no remaining Teck Resources position as of Q3 2023 after selling out during the quarter.
  • Perigon Wealth Management sold 11,293 Teck Resources shares in Q3 2023, an estimated $475K.
  • Perigon Wealth Management first reported a position in Teck Resources in Q4 2022 and held it in 2 quarters.
  • Perigon Wealth Management's Teck Resources position peaked at $475K in Q2 2023.
  • 485 funds tracked by Wall St. Rank held Teck Resources as of Q3 2023.

Based on Perigon Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.