Bogart Wealth LLC’s Teradata TDC Stock Holding History

Bogart Wealth LLC’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
2026 Q1	$1.77K	Hold	69	–	–	﹤0.01%	1303
2025 Q4	$2.1K	Hold	69	–	–	﹤0.01%	1175
2025 Q3	$1.48K	Hold	69	–	–	﹤0.01%	1213
2025 Q2	$1.54K	Sell	69 -47	-41%	-$1.02K	﹤0.01%	1152
2025 Q1	$2.61K	Sell	116 -105	-48%	-$2.84K	﹤0.01%	1029
2024 Q4	$6.88K	Buy	221 +152	+220%	+$4.76K	﹤0.01%	818
2024 Q3	$2.09K	Hold	69	–	–	﹤0.01%	961
2024 Q2	$2.38K	Hold	69	–	–	﹤0.01%	905
2024 Q1	$2.67K	Hold	69	–	–	﹤0.01%	873
2023 Q4	$3K	Hold	69	–	–	﹤0.01%	842
2023 Q3	$3.11K	Buy	69 +5	+8%	+$245	﹤0.01%	823
2023 Q2	$3.42K	Buy	64 +2	+3%	+$90	﹤0.01%	798
2023 Q1	$2.5K	Hold	62	–	–	﹤0.01%	873
2022 Q4	$2.09K	Buy	+62	New	+$1.99K	﹤0.01%	786

Other funds holding TDC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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