GSWM
TECD

Golden State Wealth Management’s Tech Data Corp TECD Stock Holding History

Golden State Wealth Management’s Portfolio TECD Stock Details TECD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,800
Closed -$188K – 1169
2019
Q2 		$188K Hold
1,800
– – 0.06% 234
2019
Q1 		$184K Buy
+1,800
New +$176K 0.06% 240

Other funds holding TECD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Lyrical Asset Management
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Golden State Wealth Management's TECD Position: Q3 2019 in Review

Golden State Wealth Management sold out of Tech Data Corp (TECD) in Q3 2019, closing a stake of 1,800 shares — an estimated $188K sold.

Golden State Wealth Management first reported a position in TECD in Q1 2019 and held it in 2 quarters. The position peaked at $188K in Q2 2019. 301 funds tracked by Wall St. Rank hold TECD as of Q3 2019.

  • Golden State Wealth Management reported no remaining Tech Data Corp position as of Q3 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 1,800 Tech Data Corp shares in Q3 2019, an estimated $188K.
  • Golden State Wealth Management first reported a position in Tech Data Corp in Q1 2019 and held it in 2 quarters.
  • Golden State Wealth Management's Tech Data Corp position peaked at $188K in Q2 2019.
  • 301 funds tracked by Wall St. Rank held Tech Data Corp as of Q3 2019.

Based on Golden State Wealth Management's 13F filing for Q3 2019, filed 23 Oct 2019.