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Lake Point Wealth Management’s Teradata TDC Stock Holding History

Lake Point Wealth Management’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
2020
Q1 		$1K Hold
30
– – ﹤0.01% 353
2019
Q4 		$1K Buy
+30
New +$834 ﹤0.01% 579
2019
Q2 		$1K Hold
30
– – ﹤0.01% 623
2019
Q1 		$1K Hold
30
– – ﹤0.01% 622
2018
Q4 		$1K Buy
+30
New +$1.1K ﹤0.01% 780

Other funds holding TDC

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lake Point Wealth Management's TDC Position: Q1 2020 in Review

Lake Point Wealth Management held its Teradata (TDC) position steady in Q1 2020 at 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Lake Point Wealth Management first reported a position in TDC in Q4 2018 and has held it in 5 quarters since. 309 funds tracked by Wall St. Rank hold TDC as of Q1 2020.

  • Lake Point Wealth Management held 30 shares of Teradata worth $1K as of Q1 2020.
  • Lake Point Wealth Management left its Teradata share count unchanged in Q1 2020.
  • Teradata made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #353 holding.
  • Lake Point Wealth Management first reported a position in Teradata in Q4 2018 and has held it in 5 quarters since.
  • 309 funds tracked by Wall St. Rank held Teradata as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.