Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Teradata TDC Stock Holding History

Envestnet Portfolio Solutions’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
-4,751
Closed -$207K – 1650
2023
Q4 		$207K Buy
+4,751
New +$214K ﹤0.01% 1486

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LLL
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Ameriprise
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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

Envestnet Portfolio Solutions's TDC Position: Q1 2024 in Review

Envestnet Portfolio Solutions sold out of Teradata (TDC) in Q1 2024, closing a stake of 4,751 shares — an estimated $207K sold.

Envestnet Portfolio Solutions first reported a position in TDC in Q4 2023 and held it in 1 quarter. The position peaked at $207K in Q4 2023. 402 funds tracked by Wall St. Rank hold TDC as of Q1 2024.

  • Envestnet Portfolio Solutions reported no remaining Teradata position as of Q1 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 4,751 Teradata shares in Q1 2024, an estimated $207K.
  • Envestnet Portfolio Solutions first reported a position in Teradata in Q4 2023 and held it in 1 quarter.
  • Envestnet Portfolio Solutions's Teradata position peaked at $207K in Q4 2023.
  • 402 funds tracked by Wall St. Rank held Teradata as of Q1 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2024, filed 6 May 2024.