Baystate Wealth Management’s Teradata TDC Stock Holding History

Baystate 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
2023 Q4	$9.18K	Buy	211 +11	+6%	+$495	﹤0.01%	739
2023 Q3	$9K	Hold	200	–	–	﹤0.01%	600
2023 Q2	$10.7K	Hold	200	–	–	﹤0.01%	564
2023 Q1	$8.06K	Hold	200	–	–	﹤0.01%	599
2022 Q4	$7K	Hold	200	–	–	﹤0.01%	649
2022 Q3	$6K	Hold	200	–	–	﹤0.01%	627
2022 Q2	$7K	Buy	200 +100	+100%	+$3.99K	﹤0.01%	630
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	661
2021 Q4	$4K	Hold	100	–	–	﹤0.01%	690
2021 Q3	$6K	Buy	+100	New	+$5.15K	﹤0.01%	584
2018 Q1	–	Sell	-33	Closed	-$1K	–	724
2017 Q4	$1K	Sell	33 -33	-50%	-$1.18K	﹤0.01%	611
2017 Q3	$2K	Buy	66 +33	+100%	+$1.02K	﹤0.01%	503
2017 Q2	$1K	Hold	33	–	–	﹤0.01%	623
2017 Q1	$1K	Hold	33	–	–	﹤0.01%	588
2016 Q4	$1K	Buy	+33	New	+$931	﹤0.01%	420
2013 Q3	–	Sell	-44	Closed	-$2K	–	209
2013 Q2	$2K	Buy	+44	New	+$2.37K	﹤0.01%	275

Other funds holding TDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LLL

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baystate Wealth Management's TDC Position: Q4 2023 in Review

Baystate Wealth Management increased its Teradata (TDC) stake by 5.5% in Q4 2023, buying an estimated $495 and bringing the position to 211 shares worth $9.18K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Baystate Wealth Management first reported a position in TDC in Q2 2013 and has held it in 16 quarters since. The position peaked at $10.7K in Q2 2023. 430 funds tracked by Wall St. Rank hold TDC as of Q4 2023.

Baystate Wealth Management held 211 shares of Teradata worth $9.18K as of Q4 2023.
Baystate Wealth Management bought 11 Teradata shares in Q4 2023, an estimated $495.
Teradata made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #739 holding.
Baystate Wealth Management first reported a position in Teradata in Q2 2013 and has held it in 16 quarters since.
Baystate Wealth Management's Teradata position peaked at $10.7K in Q2 2023.
430 funds tracked by Wall St. Rank held Teradata as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.