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Kestra Private Wealth Services’s Teradata TDC Stock Holding History

Kestra Private Wealth Services’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
Q1 		– Sell
-6,635
Closed -$289K – 1357
2023
Q4 		$289K Buy
+6,635
New +$298K 0.01% 966

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American Century Companies
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State Street
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Fidelity Investments
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
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Kestra Private Wealth Services's TDC Position: Q1 2024 in Review

Kestra Private Wealth Services sold out of Teradata (TDC) in Q1 2024, closing a stake of 6,635 shares — an estimated $289K sold.

Kestra Private Wealth Services first reported a position in TDC in Q4 2023 and held it in 1 quarter. The position peaked at $289K in Q4 2023. 402 funds tracked by Wall St. Rank hold TDC as of Q1 2024.

  • Kestra Private Wealth Services reported no remaining Teradata position as of Q1 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 6,635 Teradata shares in Q1 2024, an estimated $289K.
  • Kestra Private Wealth Services first reported a position in Teradata in Q4 2023 and held it in 1 quarter.
  • Kestra Private Wealth Services's Teradata position peaked at $289K in Q4 2023.
  • 402 funds tracked by Wall St. Rank held Teradata as of Q1 2024.

Based on Kestra Private Wealth Services's 13F filing for Q1 2024, filed 2 May 2024.