AWM
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Avior Wealth Management’s Telephone and Data Systems TDS Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-870
Closed -$13.9K – 3578
2024
Q1 		$13.9K Buy
+870
New +$14.8K ﹤0.01% 1746

Other funds holding TDS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avior Wealth Management's TDS Position: Q2 2024 in Review

Avior Wealth Management sold out of Telephone and Data Systems (TDS) in Q2 2024, closing a stake of 870 shares — an estimated $13.9K sold.

Avior Wealth Management first reported a position in TDS in Q1 2024 and held it in 1 quarter. The position peaked at $13.9K in Q1 2024. 256 funds tracked by Wall St. Rank hold TDS as of Q2 2024.

  • Avior Wealth Management reported no remaining Telephone and Data Systems position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 870 Telephone and Data Systems shares in Q2 2024, an estimated $13.9K.
  • Avior Wealth Management first reported a position in Telephone and Data Systems in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Telephone and Data Systems position peaked at $13.9K in Q1 2024.
  • 256 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.