Able Wealth Management’s Teradata TDC Stock Holding History

Able 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
2024 Q1	–	Sell	-51	Closed	-$2.22K	–	518
2023 Q4	$2.22K	Buy	+51	New	+$2.29K	﹤0.01%	443

Other funds holding TDC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LLL

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Able Wealth Management's TDC Position: Q1 2024 in Review

Able Wealth Management sold out of Teradata (TDC) in Q1 2024, closing a stake of 51 shares — an estimated $2.22K sold.

Able Wealth Management first reported a position in TDC in Q4 2023 and held it in 1 quarter. The position peaked at $2.22K in Q4 2023. 402 funds tracked by Wall St. Rank hold TDC as of Q1 2024.

Able Wealth Management reported no remaining Teradata position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 51 Teradata shares in Q1 2024, an estimated $2.22K.
Able Wealth Management first reported a position in Teradata in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Teradata position peaked at $2.22K in Q4 2023.
402 funds tracked by Wall St. Rank held Teradata as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.