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Baker Tilly Wealth Management’s Teradata TDC Stock Holding History

Baker Tilly 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
2024
Q2 		– Sell
-12,611
Closed -$488K – 402
2024
Q1 		$488K Sell
12,611
-932
-7% -$39.3K 0.09% 257
2023
Q4 		$589K Sell
13,543
-73
-0.5% -$3.28K 0.1% 238
2023
Q3 		$613K Buy
13,616
+384
+3% +$18.8K 0.1% 210
2023
Q2 		$707K Buy
13,232
+768
+6% +$34.6K 0.07% 267
2023
Q1 		$502K Buy
12,464
+560
+5% +$20.8K 0.06% 331
2022
Q4 		$401K Buy
11,904
+2,980
+33% +$95.9K 0.05% 381
2022
Q3 		$277K Sell
8,924
-121
-1% -$4.23K 0.04% 426
2022
Q2 		$335K Sell
9,045
-2,264
-20% -$90.3K 0.04% 396
2022
Q1 		$557K Buy
11,309
+3,961
+54% +$182K 0.06% 320
2021
Q4 		$312K Sell
7,348
-708
-9% -$34.9K 0.03% 425
2021
Q3 		$462K Buy
8,056
+2,232
+38% +$115K 0.06% 334
2021
Q2 		$291K Buy
+5,824
New +$265K 0.05% 403

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baker Tilly Wealth Management's TDC Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Teradata (TDC) in Q2 2024, closing a stake of 12,611 shares — an estimated $488K sold.

Baker Tilly Wealth Management first reported a position in TDC in Q2 2021 and held it in 12 quarters. The position peaked at $707K in Q2 2023. 388 funds tracked by Wall St. Rank hold TDC as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Teradata position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 12,611 Teradata shares in Q2 2024, an estimated $488K.
  • Baker Tilly Wealth Management first reported a position in Teradata in Q2 2021 and held it in 12 quarters.
  • Baker Tilly Wealth Management's Teradata position peaked at $707K in Q2 2023.
  • 388 funds tracked by Wall St. Rank held Teradata as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.