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Atria Wealth Solutions’s Telephone and Data Systems TDS Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-19,104
Closed -$740K – 1883
2025
Q1 		$740K Buy
19,104
+9,500
+99% +$342K 0.01% 1002
2024
Q4 		$328K Sell
9,604
-1,100
-10% -$33.5K ﹤0.01% 1492
2024
Q3 		$249K Sell
10,704
-300
-3% -$6.54K ﹤0.01% 1626
2024
Q2 		$228K Sell
11,004
-1,396
-11% -$25.2K ﹤0.01% 1676
2024
Q1 		$199K Sell
12,400
-1,200
-9% -$20.5K ﹤0.01% 1833
2023
Q4 		$250K Sell
13,600
-1,000
-7% -$18.5K ﹤0.01% 1633
2023
Q3 		$267K Sell
14,600
-1,000
-6% -$14.4K ﹤0.01% 1487
2023
Q2 		$128K Hold
15,600
– – ﹤0.01% 1761
2023
Q1 		$164K Hold
15,600
– – ﹤0.01% 1708
2022
Q4 		$164K Buy
15,600
+600
+4% +$7.42K ﹤0.01% 1645
2022
Q3 		$209K Sell
15,000
-400
-3% -$6.36K ﹤0.01% 1529
2022
Q2 		$243K Sell
15,400
-1,200
-7% -$21.4K ﹤0.01% 1334
2022
Q1 		$313K Buy
+16,600
New +$321K 0.01% 1294

Other funds holding TDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return

Atria Wealth Solutions's TDS Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Telephone and Data Systems (TDS) in Q2 2025, closing a stake of 19,104 shares — an estimated $740K sold.

Atria Wealth Solutions first reported a position in TDS in Q1 2022 and held it in 13 quarters. The position peaked at $740K in Q1 2025. 311 funds tracked by Wall St. Rank hold TDS as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Telephone and Data Systems position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 19,104 Telephone and Data Systems shares in Q2 2025, an estimated $740K.
  • Atria Wealth Solutions first reported a position in Telephone and Data Systems in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Telephone and Data Systems position peaked at $740K in Q1 2025.
  • 311 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.