Patriot Financial Group Insurance Agency’s Telephone and Data Systems TDS Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q2	–	Sell	-514	Closed	-$10K	–	2170
2022 Q1	$10K	Sell	514 -1,047	-67%	-$20.3K	﹤0.01%	1380
2021 Q4	$31K	Buy	1,561 +5	+0.3%	+$98	0.01%	1050
2021 Q3	$30K	Buy	+1,556	New	+$32.3K	0.01%	1050
2019 Q3	–	Sell	-4	Closed	-$1K	–	1459
2019 Q2	$1K	Buy	+4	New	+$125	﹤0.01%	1337

Other funds holding TDS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $3.8B AUM 23.19% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TDS Position: Q2 2022 in Review

Patriot Financial Group Insurance Agency sold out of Telephone and Data Systems (TDS) in Q2 2022, closing a stake of 514 shares — an estimated $10K sold.

Patriot Financial Group Insurance Agency first reported a position in TDS in Q2 2019 and held it in 4 quarters. The position peaked at $31K in Q4 2021. 232 funds tracked by Wall St. Rank hold TDS as of Q2 2022.

Patriot Financial Group Insurance Agency reported no remaining Telephone and Data Systems position as of Q2 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 514 Telephone and Data Systems shares in Q2 2022, an estimated $10K.
Patriot Financial Group Insurance Agency first reported a position in Telephone and Data Systems in Q2 2019 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's Telephone and Data Systems position peaked at $31K in Q4 2021.
232 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2022, filed 29 Jul 2022.