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Golden State Wealth Management’s Teradata TDC Stock Holding History

Golden State Wealth Management’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
2020
Q2 		– Sell
-41
Closed -$1K – 826
2020
Q1 		$1K Buy
+41
New +$945 ﹤0.01% 941
2019
Q4 		– Sell
-41
Closed -$1K – 837
2019
Q3 		$1K Hold
41
– – ﹤0.01% 1040
2019
Q2 		$1K Hold
41
– – ﹤0.01% 1037
2019
Q1 		$2K Buy
+41
New +$1.84K ﹤0.01% 1031

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Golden State Wealth Management's TDC Position: Q2 2020 in Review

Golden State Wealth Management sold out of Teradata (TDC) in Q2 2020, closing a stake of 41 shares — an estimated $1K sold.

Golden State Wealth Management first reported a position in TDC in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q1 2019. 308 funds tracked by Wall St. Rank hold TDC as of Q2 2020.

  • Golden State Wealth Management reported no remaining Teradata position as of Q2 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 41 Teradata shares in Q2 2020, an estimated $1K.
  • Golden State Wealth Management first reported a position in Teradata in Q1 2019 and held it in 4 quarters.
  • Golden State Wealth Management's Teradata position peaked at $2K in Q1 2019.
  • 308 funds tracked by Wall St. Rank held Teradata as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.