Carson Advisory’s Telephone and Data Systems TDS Stock Holding History

Carson Advisory’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	-11,714	Closed	-$236K	–	143
2021 Q4	$236K	Buy	+11,714	New	+$229K	0.24%	111

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

Carson Advisory's TDS Position: Q1 2022 in Review

Carson Advisory sold out of Telephone and Data Systems (TDS) in Q1 2022, closing a stake of 11,714 shares — an estimated $236K sold.

Carson Advisory first reported a position in TDS in Q4 2021 and held it in 1 quarter. The position peaked at $236K in Q4 2021. 214 funds tracked by Wall St. Rank hold TDS as of Q1 2022.

Carson Advisory reported no remaining Telephone and Data Systems position as of Q1 2022 after selling out during the quarter.
Carson Advisory sold 11,714 Telephone and Data Systems shares in Q1 2022, an estimated $236K.
Carson Advisory first reported a position in Telephone and Data Systems in Q4 2021 and held it in 1 quarter.
Carson Advisory's Telephone and Data Systems position peaked at $236K in Q4 2021.
214 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2022.

Based on Carson Advisory's 13F filing for Q1 2022, filed 3 May 2022.