Diversify Advisory Services
TDC icon

Diversify Advisory Services’s Teradata TDC Stock Holding History

Diversify Advisory Services’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
2026
Q3 		– Sell
-7,059
Closed -$210K – 1364
2026
Q2 		$210K Buy
+7,059
New +$215K ﹤0.01% 1184
2024
Q3 		– Sell
-6,611
Closed -$219K – 684
2024
Q2 		$219K Sell
6,611
-7,380
-53% -$258K 0.01% 583
2024
Q1 		$537K Buy
+13,991
New +$590K 0.03% 404

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CX Institutional
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Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $273M AUM 19.98% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Diversify Advisory Services's TDC Position: Q3 2026 in Review

Diversify Advisory Services sold out of Teradata (TDC) in Q3 2026, closing a stake of 7,059 shares — an estimated $210K sold.

Diversify Advisory Services first reported a position in TDC in Q1 2024 and held it in 3 quarters. The position peaked at $537K in Q1 2024. 53 funds tracked by Wall St. Rank hold TDC as of Q3 2026.

  • Diversify Advisory Services reported no remaining Teradata position as of Q3 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 7,059 Teradata shares in Q3 2026, an estimated $210K.
  • Diversify Advisory Services first reported a position in Teradata in Q1 2024 and held it in 3 quarters.
  • Diversify Advisory Services's Teradata position peaked at $537K in Q1 2024.
  • 53 funds tracked by Wall St. Rank held Teradata as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.