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Cassady Schiller Wealth Management’s Teradata TDC Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q1 		– Sell
-22
Closed -$957 – 508
2023
Q4 		$957 Hold
22
– – ﹤0.01% 406
2023
Q3 		$990 Hold
22
– – ﹤0.01% 423
2023
Q2 		$1.18K Hold
22
– – ﹤0.01% 436
2023
Q1 		$886 Hold
22
– – ﹤0.01% 424
2022
Q4 		$741 Buy
+22
New +$708 ﹤0.01% 444
2022
Q1 		– Sell
-22
Closed -$1K – 542
2021
Q4 		$1K Buy
+22
New +$1.09K ﹤0.01% 504

Other funds holding TDC

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
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cassady Schiller Wealth Management's TDC Position: Q1 2024 in Review

Cassady Schiller Wealth Management sold out of Teradata (TDC) in Q1 2024, closing a stake of 22 shares — an estimated $957 sold.

Cassady Schiller Wealth Management first reported a position in TDC in Q4 2021 and held it in 6 quarters. The position peaked at $1.18K in Q2 2023. 402 funds tracked by Wall St. Rank hold TDC as of Q1 2024.

  • Cassady Schiller Wealth Management reported no remaining Teradata position as of Q1 2024 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 22 Teradata shares in Q1 2024, an estimated $957.
  • Cassady Schiller Wealth Management first reported a position in Teradata in Q4 2021 and held it in 6 quarters.
  • Cassady Schiller Wealth Management's Teradata position peaked at $1.18K in Q2 2023.
  • 402 funds tracked by Wall St. Rank held Teradata as of Q1 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.