Glassman Wealth Services’s Telephone and Data Systems TDS Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-336	Closed	-$6.17K	–	1626
2023 Q4	$6.17K	Hold	336	–	–	﹤0.01%	1019
2023 Q3	$6.15K	Buy	336 +249	+286%	+$3.6K	﹤0.01%	997
2023 Q2	$716	Buy	87 +65	+295%	+$551	﹤0.01%	1551
2023 Q1	$231	Hold	22	–	–	﹤0.01%	1765
2022 Q4	$231	Sell	22 -30	-58%	-$371	﹤0.01%	1756
2022 Q3	$1K	Sell	52 -5	-9%	-$79	﹤0.01%	1541
2022 Q2	$1K	Sell	57 -15	-21%	-$268	﹤0.01%	1541
2022 Q1	$1K	Buy	72 +1	+1%	+$19	﹤0.01%	1524
2021 Q4	$1K	Buy	71 +53	+294%	+$1.03K	﹤0.01%	1508
2021 Q3	$0	Hold	18	–	–	﹤0.01%	1804
2021 Q2	$0	Hold	18	–	–	﹤0.01%	1642
2021 Q1	$0	Buy	+18	New	+$368	﹤0.01%	1628
2020 Q2	–	Sell	-10	Closed	–	–	1520
2020 Q1	$0	Buy	+10	New	+$217	﹤0.01%	1547
2019 Q3	–	Sell	-28	Closed	-$1K	–	1361
2019 Q2	$1K	Hold	28	–	–	﹤0.01%	933
2019 Q1	$1K	Buy	+28	New	+$953	﹤0.01%	898

Other funds holding TDS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Glassman Wealth Services's TDS Position: Q1 2024 in Review

Glassman Wealth Services sold out of Telephone and Data Systems (TDS) in Q1 2024, closing a stake of 336 shares — an estimated $6.17K sold.

Glassman Wealth Services first reported a position in TDS in Q1 2019 and held it in 15 quarters. The position peaked at $6.17K in Q4 2023. 255 funds tracked by Wall St. Rank hold TDS as of Q1 2024.

Glassman Wealth Services reported no remaining Telephone and Data Systems position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 336 Telephone and Data Systems shares in Q1 2024, an estimated $6.17K.
Glassman Wealth Services first reported a position in Telephone and Data Systems in Q1 2019 and held it in 15 quarters.
Glassman Wealth Services's Telephone and Data Systems position peaked at $6.17K in Q4 2023.
255 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.