CWM
TDS icon

Circle Wealth Management’s Telephone and Data Systems TDS Stock Holding History

Circle Wealth Management’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
2021
Q1 		– Sell
-27,300
Closed -$507K – 213
2020
Q4 		$507K Buy
27,300
+6,800
+33% +$125K 0.07% 143
2020
Q3 		$378K Buy
20,500
+700
+4% +$14.7K 0.06% 135
2020
Q2 		$394K Sell
19,800
-1,200
-6% -$22.9K 0.07% 129
2020
Q1 		$352K Hold
21,000
– – 0.07% 136
2019
Q4 		$534K Sell
21,000
-3,900
-16% -$95.6K 0.09% 101
2019
Q3 		$642K Hold
24,900
– – 0.14% 84
2019
Q2 		$757K Sell
24,900
-9,000
-27% -$281K 0.16% 76
2019
Q1 		$1.04M Buy
+33,900
New +$1.15M 0.23% 69

Other funds holding TDS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return