Capital Advisors Ltd’s Teradata TDC Stock Holding History

Capital Advisors Ltd’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 Q2	$0	Hold	3	–	–	﹤0.01%	1575
2026 Q1	$0	Sell	3 -362	-99%	-$10.6K	﹤0.01%	1593
2025 Q4	$71K	Buy	365 +362	+12,067%	+$9.47K	0.01%	431
2025 Q3	$0	Hold	3	–	–	﹤0.01%	1548
2025 Q2	$0	Buy	+3	New	+$65	﹤0.01%	1620
2024 Q3	–	Sell	-27	Closed	-$1K	–	1603
2024 Q2	$1K	Buy	27 +16	+145%	+$558	﹤0.01%	1295
2024 Q1	$0	Hold	11	–	–	﹤0.01%	1542
2023 Q4	$0	Hold	11	–	–	﹤0.01%	1477
2023 Q3	$0	Hold	11	–	–	﹤0.01%	1470
2023 Q2	$1K	Hold	11	–	–	﹤0.01%	1224
2023 Q1	$0	Hold	11	–	–	﹤0.01%	1544
2022 Q4	$0	Sell	11 -12	-52%	-$386	﹤0.01%	1631
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	1125
2022 Q2	$1K	Buy	23 +17	+283%	+$678	﹤0.01%	895
2022 Q1	$0	Buy	+6	New	+$275	﹤0.01%	1193

Other funds holding TDC

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return