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Avior Wealth Management’s Teradata TDC Stock Holding History

Avior 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
2025
Q1 		– Sell
-8
Closed -$249 – 2159
2024
Q4 		$249 Sell
8
-131
-94% -$4.1K ﹤0.01% 2343
2024
Q3 		$4.22K Sell
139
-5
-3% -$149 ﹤0.01% 1834
2024
Q2 		$4.98K Sell
144
-352
-71% -$12.3K ﹤0.01% 1722
2024
Q1 		$19.2K Buy
496
+357
+257% +$15.1K ﹤0.01% 1622
2023
Q4 		$6.05K Buy
139
+123
+769% +$5.53K ﹤0.01% 1093
2023
Q3 		$720 Hold
16
– – ﹤0.01% 1465
2023
Q2 		$854 Sell
16
-8
-33% -$361 ﹤0.01% 1424
2023
Q1 		$966 Sell
24
-26
-52% -$966 ﹤0.01% 1459
2022
Q4 		$1.68K Hold
50
– – ﹤0.01% 1065
2022
Q3 		$1K Buy
50
+18
+56% +$629 ﹤0.01% 1111
2022
Q2 		$1K Hold
32
– – ﹤0.01% 1025
2022
Q1 		$1K Hold
32
– – ﹤0.01% 1065
2021
Q4 		$1K Hold
32
– – ﹤0.01% 1056
2021
Q3 		$1K Hold
32
– – ﹤0.01% 1029
2021
Q2 		$1K Hold
32
– – ﹤0.01% 1003
2021
Q1 		$1K Sell
32
-49
-60% -$1.79K ﹤0.01% 982
2020
Q4 		$1K Buy
81
+49
+153% +$1.05K ﹤0.01% 948
2020
Q3 		$0 Hold
32
– – ﹤0.01% 1019
2020
Q2 		$0 Buy
+32
New +$696 ﹤0.01% 988

Other funds holding TDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Avior Wealth Management's TDC Position: Q1 2025 in Review

Avior Wealth Management sold out of Teradata (TDC) in Q1 2025, closing a stake of 8 shares — an estimated $249 sold.

Avior Wealth Management first reported a position in TDC in Q2 2020 and held it in 19 quarters. The position peaked at $19.2K in Q1 2024. 361 funds tracked by Wall St. Rank hold TDC as of Q1 2025.

  • Avior Wealth Management reported no remaining Teradata position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 8 Teradata shares in Q1 2025, an estimated $249.
  • Avior Wealth Management first reported a position in Teradata in Q2 2020 and held it in 19 quarters.
  • Avior Wealth Management's Teradata position peaked at $19.2K in Q1 2024.
  • 361 funds tracked by Wall St. Rank held Teradata as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.