Key Financial Inc’s Telephone and Data Systems TDS Stock Holding History

Key Financial Inc’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	-125	Closed	-$2.29K	–	1356
2023 Q3	$2.29K	Hold	125	–	–	﹤0.01%	1091
2023 Q2	$1.03K	Hold	125	–	–	﹤0.01%	1236
2023 Q1	$1.31K	Hold	125	–	–	﹤0.01%	1001
2022 Q4	$1.74K	Hold	125	–	–	﹤0.01%	971
2022 Q3	$2K	Hold	125	–	–	﹤0.01%	979
2022 Q2	$2K	Hold	125	–	–	﹤0.01%	961
2022 Q1	$2K	Buy	+125	New	+$2.42K	﹤0.01%	949

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

Key Financial Inc's TDS Position: Q4 2023 in Review

Key Financial Inc sold out of Telephone and Data Systems (TDS) in Q4 2023, closing a stake of 125 shares — an estimated $2.29K sold.

Key Financial Inc first reported a position in TDS in Q1 2022 and held it in 7 quarters. The position peaked at $2.29K in Q3 2023. 264 funds tracked by Wall St. Rank hold TDS as of Q4 2023.

Key Financial Inc reported no remaining Telephone and Data Systems position as of Q4 2023 after selling out during the quarter.
Key Financial Inc sold 125 Telephone and Data Systems shares in Q4 2023, an estimated $2.29K.
Key Financial Inc first reported a position in Telephone and Data Systems in Q1 2022 and held it in 7 quarters.
Key Financial Inc's Telephone and Data Systems position peaked at $2.29K in Q3 2023.
264 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q4 2023.

Based on Key Financial Inc's 13F filing for Q4 2023, filed 31 Jan 2024.