HWM
TDC icon

HB Wealth Management’s Teradata TDC Stock Holding History

HB 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
2024
Q2 		– Sell
-6,517
Closed -$252K – 962
2024
Q1 		$252K Buy
6,517
+29
+0.4% +$1.22K ﹤0.01% 717
2023
Q4 		$282K Buy
6,488
+280
+5% +$12.6K ﹤0.01% 635
2023
Q3 		$279K Sell
6,208
-8
-0.1% -$392 ﹤0.01% 588
2023
Q2 		$332K Hold
6,216
– – 0.01% 519
2023
Q1 		$250K Sell
6,216
-226
-4% -$8.4K ﹤0.01% 590
2022
Q4 		$217K Buy
+6,442
New +$207K ﹤0.01% 626

Other funds holding TDC

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HB Wealth Management's TDC Position: Q2 2024 in Review

HB Wealth Management sold out of Teradata (TDC) in Q2 2024, closing a stake of 6,517 shares — an estimated $252K sold.

HB Wealth Management first reported a position in TDC in Q4 2022 and held it in 6 quarters. The position peaked at $332K in Q2 2023. 388 funds tracked by Wall St. Rank hold TDC as of Q2 2024.

  • HB Wealth Management reported no remaining Teradata position as of Q2 2024 after selling out during the quarter.
  • HB Wealth Management sold 6,517 Teradata shares in Q2 2024, an estimated $252K.
  • HB Wealth Management first reported a position in Teradata in Q4 2022 and held it in 6 quarters.
  • HB Wealth Management's Teradata position peaked at $332K in Q2 2023.
  • 388 funds tracked by Wall St. Rank held Teradata as of Q2 2024.

Based on HB Wealth Management's 13F filing for Q2 2024, filed 26 Jul 2024.