Next Financial Group’s Telephone and Data Systems TDS Stock Holding History

Next Financial Group’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
2021 Q4	$19K	Buy	+925	New	+$18K	﹤0.01%	1916
2021 Q2	–	Sell	-256	Closed	-$6K	–	2708
2021 Q1	$6K	Buy	+256	New	+$5.23K	﹤0.01%	2056
2019 Q3	–	Sell	-14	Closed	–	–	2421
2019 Q2	$0	Sell	14 -11,270	-100%	-$352K	﹤0.01%	2383
2019 Q1	$347K	Buy	+11,284	New	+$384K	0.09%	218

Other funds holding TDS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's TDS Position: Q4 2021 in Review

Next Financial Group opened a new position in Telephone and Data Systems (TDS) in Q4 2021: 925 shares worth $19K. The stake represents ﹤0.01% of the portfolio and ranks #1916 among its holdings. This is a return to the name: Next Financial Group previously reported a position in TDS as recently as Q1 2021.

Next Financial Group first reported a position in TDS in Q1 2019 and has held it in 4 quarters since. The position peaked at $347K in Q1 2019. 226 funds tracked by Wall St. Rank hold TDS as of Q4 2021.

Next Financial Group held 925 shares of Telephone and Data Systems worth $19K as of Q4 2021.
Telephone and Data Systems was a new Next Financial Group position in Q4 2021.
Telephone and Data Systems made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1916 holding.
Next Financial Group first reported a position in Telephone and Data Systems in Q1 2019 and has held it in 4 quarters since.
Next Financial Group's Telephone and Data Systems position peaked at $347K in Q1 2019.
226 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.