OPS
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Orion Portfolio Solutions’s Teradata TDC Stock Holding History

Orion Portfolio Solutions’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
-7,621
Closed -$332K – 1755
2023
Q4 		$332K Buy
7,621
+38
+0.5% +$1.71K ﹤0.01% 1369
2023
Q3 		$341K Buy
7,583
+259
+4% +$12.7K ﹤0.01% 1332
2023
Q2 		$391K Sell
7,324
-265
-3% -$11.9K ﹤0.01% 1306
2023
Q1 		$306K Buy
+7,589
New +$282K ﹤0.01% 1341
2020
Q3 		– Sell
-25
Closed -$1K – 1866
2020
Q2 		$1K Sell
25
-1
-4% -$22 ﹤0.01% 2082
2020
Q1 		$1K Sell
26
-205
-89% -$4.72K ﹤0.01% 1813
2019
Q4 		$6K Buy
+231
New +$6.42K ﹤0.01% 1218

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

Orion Portfolio Solutions's TDC Position: Q1 2024 in Review

Orion Portfolio Solutions sold out of Teradata (TDC) in Q1 2024, closing a stake of 7,621 shares — an estimated $332K sold.

Orion Portfolio Solutions first reported a position in TDC in Q4 2019 and held it in 7 quarters. The position peaked at $391K in Q2 2023. 402 funds tracked by Wall St. Rank hold TDC as of Q1 2024.

  • Orion Portfolio Solutions reported no remaining Teradata position as of Q1 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 7,621 Teradata shares in Q1 2024, an estimated $332K.
  • Orion Portfolio Solutions first reported a position in Teradata in Q4 2019 and held it in 7 quarters.
  • Orion Portfolio Solutions's Teradata position peaked at $391K in Q2 2023.
  • 402 funds tracked by Wall St. Rank held Teradata as of Q1 2024.

Based on Orion Portfolio Solutions's 13F filing for Q1 2024, filed 9 May 2024.