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Perigon Wealth Management’s TherapeuticsMD TXMD Stock Holding History

Perigon Wealth Management’s Portfolio TXMD Stock Details TXMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2
Closed – – 563
2018
Q1 		$0 Hold
2
– – ﹤0.01% 688
2017
Q4 		$1K Hold
2
– – ﹤0.01% 595
2017
Q3 		$1K Buy
+2
New +$578 ﹤0.01% 632

Other funds holding TXMD

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Perigon Wealth Management's TXMD Position: Q2 2018 in Review

Perigon Wealth Management sold out of TherapeuticsMD (TXMD) in Q2 2018, closing a stake of 2 shares.

Perigon Wealth Management first reported a position in TXMD in Q3 2017 and held it in 3 quarters. The position peaked at $1K in Q4 2017. 144 funds tracked by Wall St. Rank hold TXMD as of Q2 2018.

  • Perigon Wealth Management reported no remaining TherapeuticsMD position as of Q2 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 2 TherapeuticsMD shares in Q2 2018.
  • Perigon Wealth Management first reported a position in TherapeuticsMD in Q3 2017 and held it in 3 quarters.
  • Perigon Wealth Management's TherapeuticsMD position peaked at $1K in Q4 2017.
  • 144 funds tracked by Wall St. Rank held TherapeuticsMD as of Q2 2018.

Based on Perigon Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.