IBEX Wealth Advisors’s Teradata TDC Stock Holding History

IBEX Wealth Advisors’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
2021 Q4	–	Sell	-168	Closed	-$10K	–	400
2021 Q3	$10K	Buy	+168	New	+$8.66K	﹤0.01%	358

Other funds holding TDC

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LLL

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

IBEX Wealth Advisors's TDC Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Teradata (TDC) in Q4 2021, closing a stake of 168 shares — an estimated $10K sold.

IBEX Wealth Advisors first reported a position in TDC in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 368 funds tracked by Wall St. Rank hold TDC as of Q4 2021.

IBEX Wealth Advisors reported no remaining Teradata position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 168 Teradata shares in Q4 2021, an estimated $10K.
IBEX Wealth Advisors first reported a position in Teradata in Q3 2021 and held it in 1 quarter.
IBEX Wealth Advisors's Teradata position peaked at $10K in Q3 2021.
368 funds tracked by Wall St. Rank held Teradata as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.