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

CM 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
2023
Q2 		– Sell
-42,264
Closed -$405K – 397
2023
Q1 		$405K Buy
+42,264
New +$493K 0.08% 284

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

CM Wealth Advisors's TDS Position: Q2 2023 in Review

CM Wealth Advisors sold out of Telephone and Data Systems (TDS) in Q2 2023, closing a stake of 42,264 shares — an estimated $405K sold.

CM Wealth Advisors first reported a position in TDS in Q1 2023 and held it in 1 quarter. The position peaked at $405K in Q1 2023. 232 funds tracked by Wall St. Rank hold TDS as of Q2 2023.

  • CM Wealth Advisors reported no remaining Telephone and Data Systems position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 42,264 Telephone and Data Systems shares in Q2 2023, an estimated $405K.
  • CM Wealth Advisors first reported a position in Telephone and Data Systems in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Telephone and Data Systems position peaked at $405K in Q1 2023.
  • 232 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.