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Patriot Financial Group Insurance Agency’s Teradata TDC Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-200
Closed -$7K – 1794
2022
Q2 		$7K Sell
200
-30
-13% -$1.2K ﹤0.01% 1392
2022
Q1 		$11K Hold
230
– – ﹤0.01% 1332
2021
Q4 		$10K Hold
230
– – ﹤0.01% 1498
2021
Q3 		$13K Hold
230
– – ﹤0.01% 1379
2021
Q2 		$11K Sell
230
-130
-36% -$5.91K ﹤0.01% 1426
2021
Q1 		$14K Hold
360
– – ﹤0.01% 1252
2020
Q4 		$8K Buy
360
+39
+12% +$837 ﹤0.01% 1306
2020
Q3 		$7K Hold
321
– – ﹤0.01% 1154
2020
Q2 		$7K Hold
321
– – ﹤0.01% 1097
2020
Q1 		$7K Buy
321
+121
+61% +$2.79K ﹤0.01% 988
2019
Q4 		$5K Sell
200
-23
-10% -$640 ﹤0.01% 990
2019
Q3 		$7K Buy
223
+4
+2% +$135 ﹤0.01% 879
2019
Q2 		$8K Sell
219
-35
-14% -$1.36K ﹤0.01% 857
2019
Q1 		$11K Buy
254
+54
+27% +$2.42K 0.01% 688
2018
Q4 		$8K Hold
200
– – 0.01% 666
2018
Q3 		$8K Hold
200
– – ﹤0.01% 675
2018
Q2 		$8K Hold
200
– – 0.01% 427
2018
Q1 		$8K Hold
200
– – 0.01% 641
2017
Q4 		$8K Hold
200
– – 0.01% 631
2017
Q3 		$7K Hold
200
– – 0.01% 639
2017
Q2 		$6K Hold
200
– – 0.01% 653
2017
Q1 		$6K Hold
200
– – 0.01% 599
2016
Q4 		$6K Buy
+200
New +$5.64K 0.01% 549

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TDC Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Teradata (TDC) in Q3 2022, closing a stake of 200 shares — an estimated $7K sold.

Patriot Financial Group Insurance Agency first reported a position in TDC in Q4 2016 and held it in 23 quarters. The position peaked at $14K in Q1 2021. 336 funds tracked by Wall St. Rank hold TDC as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Teradata position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 200 Teradata shares in Q3 2022, an estimated $7K.
  • Patriot Financial Group Insurance Agency first reported a position in Teradata in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's Teradata position peaked at $14K in Q1 2021.
  • 336 funds tracked by Wall St. Rank held Teradata as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.