EverSource Wealth Advisors’s Teradata TDC Stock Holding History

EverSource Wealth Advisors’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 Q1	$46.7K	Sell	1,822 -1,218	-40%	-$35.6K	﹤0.01%	1940
2025 Q4	$92.5K	Sell	3,040 -876	-22%	-$22.9K	﹤0.01%	1361
2025 Q3	$84.2K	Sell	3,916 -379	-9%	-$8.16K	﹤0.01%	1379
2025 Q2	$95.8K	Buy	4,295 +4,246	+8,665%	+$92.4K	﹤0.01%	1227
2025 Q1	$1.1K	Sell	49 -111	-69%	-$3K	﹤0.01%	3197
2024 Q4	$4.98K	Buy	160 +126	+371%	+$3.94K	﹤0.01%	2348
2024 Q3	$1.03K	Sell	34 -50	-60%	-$1.49K	﹤0.01%	2722
2024 Q2	$2.72K	Buy	84 +61	+265%	+$2.13K	﹤0.01%	2449
2024 Q1	$853	Sell	23 -7	-23%	-$295	﹤0.01%	2624
2023 Q4	$1.3K	Hold	30	–	–	﹤0.01%	2309
2023 Q3	$1.35K	Hold	30	–	–	﹤0.01%	2121
2023 Q2	$1.6K	Hold	30	–	–	﹤0.01%	2090
2023 Q1	$1.21K	Buy	30 +18	+150%	+$669	﹤0.01%	2069
2022 Q4	$404	Hold	12	–	–	﹤0.01%	2227
2022 Q3	$0	Hold	12	–	–	﹤0.01%	2131
2022 Q2	$0	Hold	12	–	–	﹤0.01%	1886
2022 Q1	$1K	Hold	12	–	–	﹤0.01%	1668
2021 Q4	$1K	Buy	+12	New	+$592	﹤0.01%	1728

Other funds holding TDC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return