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Consolidated Planning Corp’s Telephone and Data Systems TDS Stock Holding History

Consolidated Planning Corp’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
2025
Q1 		– Sell
-38,516
Closed -$1.31M – 215
2024
Q4 		$1.31M Buy
38,516
+10,063
+35% +$306K 0.18% 87
2024
Q3 		$662K Buy
28,453
+7,918
+39% +$172K 0.1% 112
2024
Q2 		$426K Buy
+20,535
New +$371K 0.07% 120
2021
Q4 		– Sell
-129
Closed -$3K – 396
2021
Q3 		$3K Buy
+129
New +$2.68K ﹤0.01% 395

Other funds holding TDS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SPC
Silver Point Capital Greenwich, Connecticut $1.1B AUM 20.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Consolidated Planning Corp's TDS Position: Q1 2025 in Review

Consolidated Planning Corp sold out of Telephone and Data Systems (TDS) in Q1 2025, closing a stake of 38,516 shares — an estimated $1.31M sold.

Consolidated Planning Corp first reported a position in TDS in Q3 2021 and held it in 4 quarters. The position peaked at $1.31M in Q4 2024. 306 funds tracked by Wall St. Rank hold TDS as of Q1 2025.

  • Consolidated Planning Corp reported no remaining Telephone and Data Systems position as of Q1 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 38,516 Telephone and Data Systems shares in Q1 2025, an estimated $1.31M.
  • Consolidated Planning Corp first reported a position in Telephone and Data Systems in Q3 2021 and held it in 4 quarters.
  • Consolidated Planning Corp's Telephone and Data Systems position peaked at $1.31M in Q4 2024.
  • 306 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2025.

Based on Consolidated Planning Corp's 13F filing for Q1 2025, filed 22 Apr 2025.