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Arkadios Wealth Advisors’s Telephone and Data Systems TDS Stock Holding History

Arkadios Wealth Advisors’s Portfolio TDS Stock Details TDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-338
Closed -$6K – 1651
2021
Q3 		$6K Hold
338
– – ﹤0.01% 1568
2021
Q2 		$7K Buy
+338
New +$8.24K ﹤0.01% 1638

Other funds holding TDS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arkadios Wealth Advisors's TDS Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Telephone and Data Systems (TDS) in Q4 2021, closing a stake of 338 shares — an estimated $6K sold.

Arkadios Wealth Advisors first reported a position in TDS in Q2 2021 and held it in 2 quarters. The position peaked at $7K in Q2 2021. 226 funds tracked by Wall St. Rank hold TDS as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Telephone and Data Systems position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 338 Telephone and Data Systems shares in Q4 2021, an estimated $6K.
  • Arkadios Wealth Advisors first reported a position in Telephone and Data Systems in Q2 2021 and held it in 2 quarters.
  • Arkadios Wealth Advisors's Telephone and Data Systems position peaked at $7K in Q2 2021.
  • 226 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.