Carolina Wealth Advisors’s Telephone and Data Systems TDS Stock Holding History

Carolina Wealth 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
2022 Q1	–	Sell	-3,918	Closed	-$79K	–	305
2021 Q4	$79K	Buy	3,918 +91	+2%	+$1.77K	0.04%	114
2021 Q3	$75K	Sell	3,827 -28	-0.7%	-$581	0.05%	113
2021 Q2	$87K	Buy	3,855 +602	+19%	+$14.7K	0.06%	111
2021 Q1	$75K	Buy	+3,253	New	+$66.4K	0.05%	108

Other funds holding TDS

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

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

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

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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Carolina Wealth Advisors's TDS Position: Q1 2022 in Review

Carolina Wealth Advisors sold out of Telephone and Data Systems (TDS) in Q1 2022, closing a stake of 3,918 shares — an estimated $79K sold.

Carolina Wealth Advisors first reported a position in TDS in Q1 2021 and held it in 4 quarters. The position peaked at $87K in Q2 2021. 214 funds tracked by Wall St. Rank hold TDS as of Q1 2022.

Carolina Wealth Advisors reported no remaining Telephone and Data Systems position as of Q1 2022 after selling out during the quarter.
Carolina Wealth Advisors sold 3,918 Telephone and Data Systems shares in Q1 2022, an estimated $79K.
Carolina Wealth Advisors first reported a position in Telephone and Data Systems in Q1 2021 and held it in 4 quarters.
Carolina Wealth Advisors's Telephone and Data Systems position peaked at $87K in Q2 2021.
214 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2022.

Based on Carolina Wealth Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.