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Kestra Private Wealth Services’s Telephone and Data Systems TDS Stock Holding History

Kestra Private Wealth 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
2024
Q2 		– Sell
-30,309
Closed -$486K – 1415
2024
Q1 		$486K Buy
30,309
+10,405
+52% +$178K 0.01% 810
2023
Q4 		$365K Buy
+19,904
New +$367K 0.01% 864

Other funds holding TDS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Kestra Private Wealth Services's TDS Position: Q2 2024 in Review

Kestra Private Wealth Services sold out of Telephone and Data Systems (TDS) in Q2 2024, closing a stake of 30,309 shares — an estimated $486K sold.

Kestra Private Wealth Services first reported a position in TDS in Q4 2023 and held it in 2 quarters. The position peaked at $486K in Q1 2024. 256 funds tracked by Wall St. Rank hold TDS as of Q2 2024.

  • Kestra Private Wealth Services reported no remaining Telephone and Data Systems position as of Q2 2024 after selling out during the quarter.
  • Kestra Private Wealth Services sold 30,309 Telephone and Data Systems shares in Q2 2024, an estimated $486K.
  • Kestra Private Wealth Services first reported a position in Telephone and Data Systems in Q4 2023 and held it in 2 quarters.
  • Kestra Private Wealth Services's Telephone and Data Systems position peaked at $486K in Q1 2024.
  • 256 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2024.

Based on Kestra Private Wealth Services's 13F filing for Q2 2024, filed 12 Aug 2024.