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FirstPurpose Wealth’s Teradata TDC Stock Holding History

FirstPurpose Wealth’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
-4,749
Closed -$207K – 226
2023
Q4 		$207K Buy
4,749
+186
+4% +$8.36K 0.08% 202
2023
Q3 		$205K Buy
4,563
+101
+2% +$4.94K 0.09% 186
2023
Q2 		$238K Buy
+4,462
New +$201K 0.1% 169

Other funds holding TDC

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
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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

FirstPurpose Wealth's TDC Position: Q1 2024 in Review

FirstPurpose Wealth sold out of Teradata (TDC) in Q1 2024, closing a stake of 4,749 shares — an estimated $207K sold.

FirstPurpose Wealth first reported a position in TDC in Q2 2023 and held it in 3 quarters. The position peaked at $238K in Q2 2023. 402 funds tracked by Wall St. Rank hold TDC as of Q1 2024.

  • FirstPurpose Wealth reported no remaining Teradata position as of Q1 2024 after selling out during the quarter.
  • FirstPurpose Wealth sold 4,749 Teradata shares in Q1 2024, an estimated $207K.
  • FirstPurpose Wealth first reported a position in Teradata in Q2 2023 and held it in 3 quarters.
  • FirstPurpose Wealth's Teradata position peaked at $238K in Q2 2023.
  • 402 funds tracked by Wall St. Rank held Teradata as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.