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Capital Performance Advisors’s Telephone and Data Systems TDS Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-230
Closed -$5.35K – 2415
2024
Q3 		$5.35K Buy
+230
New +$5.01K ﹤0.01% 1088

Other funds holding TDS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return

Capital Performance Advisors's TDS Position: Q4 2024 in Review

Capital Performance Advisors sold out of Telephone and Data Systems (TDS) in Q4 2024, closing a stake of 230 shares — an estimated $5.35K sold.

Capital Performance Advisors first reported a position in TDS in Q3 2024 and held it in 1 quarter. The position peaked at $5.35K in Q3 2024. 301 funds tracked by Wall St. Rank hold TDS as of Q4 2024.

  • Capital Performance Advisors reported no remaining Telephone and Data Systems position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 230 Telephone and Data Systems shares in Q4 2024, an estimated $5.35K.
  • Capital Performance Advisors first reported a position in Telephone and Data Systems in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Telephone and Data Systems position peaked at $5.35K in Q3 2024.
  • 301 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.