IMA Advisory Services’s Telephone and Data Systems TDS Stock Holding History

IMA Advisory 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
2023 Q4	–	Sell	-9,282	Closed	-$170K	–	246
2023 Q3	$170K	Sell	9,282 -188,780	-95%	-$2.73M	0.04%	137
2023 Q2	$1.63M	Buy	198,062 +76,968	+64%	+$653K	0.42%	74
2023 Q1	$1.27M	Buy	121,094 +3,909	+3%	+$45.6K	0.33%	81
2022 Q4	$1.23M	Sell	117,185 -23,108	-16%	-$286K	0.33%	79
2022 Q3	$1.95M	Buy	140,293 +8,320	+6%	+$132K	0.52%	57
2022 Q2	$2.08M	Sell	131,973 -4,769	-3%	-$85.2K	0.51%	61
2022 Q1	$2.58M	Buy	136,742 +18,658	+16%	+$361K	0.59%	61
2021 Q4	$2.38M	Sell	118,084 -22,064	-16%	-$430K	0.53%	65
2021 Q3	$2.73M	Buy	+140,148	New	+$2.91M	0.65%	53

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PMG

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

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

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

IMA Advisory Services's TDS Position: Q4 2023 in Review

IMA Advisory Services sold out of Telephone and Data Systems (TDS) in Q4 2023, closing a stake of 9,282 shares — an estimated $170K sold.

IMA Advisory Services first reported a position in TDS in Q3 2021 and held it in 9 quarters. The position peaked at $2.73M in Q3 2021. 264 funds tracked by Wall St. Rank hold TDS as of Q4 2023.

IMA Advisory Services reported no remaining Telephone and Data Systems position as of Q4 2023 after selling out during the quarter.
IMA Advisory Services sold 9,282 Telephone and Data Systems shares in Q4 2023, an estimated $170K.
IMA Advisory Services first reported a position in Telephone and Data Systems in Q3 2021 and held it in 9 quarters.
IMA Advisory Services's Telephone and Data Systems position peaked at $2.73M in Q3 2021.
264 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q4 2023.

Based on IMA Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.