LFA
TECD

Legacy Financial Advisors’s Tech Data Corp TECD Stock Holding History

Legacy Financial Advisors’s Portfolio TECD Stock Details TECD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-132
Closed -$14K – 1025
2019
Q1 		$14K Hold
132
– – ﹤0.01% 554
2018
Q4 		$11K Buy
+132
New +$10K ﹤0.01% 553

Other funds holding TECD

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Legacy Financial Advisors's TECD Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Tech Data Corp (TECD) in Q2 2019, closing a stake of 132 shares — an estimated $14K sold.

Legacy Financial Advisors first reported a position in TECD in Q4 2018 and held it in 2 quarters. The position peaked at $14K in Q1 2019. 298 funds tracked by Wall St. Rank hold TECD as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Tech Data Corp position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 132 Tech Data Corp shares in Q2 2019, an estimated $14K.
  • Legacy Financial Advisors first reported a position in Tech Data Corp in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Tech Data Corp position peaked at $14K in Q1 2019.
  • 298 funds tracked by Wall St. Rank held Tech Data Corp as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.