AWA
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Arkadios Wealth Advisors’s Teradata TDC Stock Holding History

Arkadios Wealth Advisors’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
Q4 		– Sell
-31,445
Closed -$676K – 1648
2025
Q3 		$676K Sell
31,445
-2,796
-8% -$60.2K 0.02% 813
2025
Q2 		$764K Buy
34,241
+15,231
+80% +$331K 0.02% 686
2025
Q1 		$427K Buy
+19,010
New +$514K 0.02% 762
2024
Q2 		– Sell
-9,790
Closed -$379K – 906
2024
Q1 		$379K Buy
+9,790
New +$413K 0.03% 463
2021
Q4 		– Sell
-283
Closed -$16K – 1650
2021
Q3 		$16K Hold
283
– – ﹤0.01% 1298
2021
Q2 		$14K Hold
283
– – ﹤0.01% 1438
2021
Q1 		$10K Buy
283
+263
+1,315% +$9.61K ﹤0.01% 1202
2020
Q4 		$0 Buy
+20
New +$429 ﹤0.01% 1483

Other funds holding TDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return