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Belpointe Asset Management’s Telephone and Data Systems TDS Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-405
Closed -$4.26K – 3082
2023
Q1 		$4.26K Sell
405
-945
-70% -$11K ﹤0.01% 3078
2022
Q4 		$14.2K Buy
+1,350
New +$16.7K ﹤0.01% 2434

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Belpointe Asset Management's TDS Position: Q2 2023 in Review

Belpointe Asset Management sold out of Telephone and Data Systems (TDS) in Q2 2023, closing a stake of 405 shares — an estimated $4.26K sold.

Belpointe Asset Management first reported a position in TDS in Q4 2022 and held it in 2 quarters. The position peaked at $14.2K in Q4 2022. 232 funds tracked by Wall St. Rank hold TDS as of Q2 2023.

  • Belpointe Asset Management reported no remaining Telephone and Data Systems position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 405 Telephone and Data Systems shares in Q2 2023, an estimated $4.26K.
  • Belpointe Asset Management first reported a position in Telephone and Data Systems in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Telephone and Data Systems position peaked at $14.2K in Q4 2022.
  • 232 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.