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Northwest Financial Advisors’s Teradata TDC Stock Holding History

Northwest Financial Advisors’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
2024
Q1 		– Sell
-200
Closed -$8.7K – 470
2023
Q4 		$8.7K Buy
+200
New +$8.99K 0.01% 393

Other funds holding TDC

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
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northwest Financial Advisors's TDC Position: Q1 2024 in Review

Northwest Financial Advisors sold out of Teradata (TDC) in Q1 2024, closing a stake of 200 shares — an estimated $8.7K sold.

Northwest Financial Advisors first reported a position in TDC in Q4 2023 and held it in 1 quarter. The position peaked at $8.7K in Q4 2023. 402 funds tracked by Wall St. Rank hold TDC as of Q1 2024.

  • Northwest Financial Advisors reported no remaining Teradata position as of Q1 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 200 Teradata shares in Q1 2024, an estimated $8.7K.
  • Northwest Financial Advisors first reported a position in Teradata in Q4 2023 and held it in 1 quarter.
  • Northwest Financial Advisors's Teradata position peaked at $8.7K in Q4 2023.
  • 402 funds tracked by Wall St. Rank held Teradata as of Q1 2024.

Based on Northwest Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.