PWP
TECD

Personal Wealth Partners’s Tech Data Corp TECD Stock Holding History

Personal Wealth Partners’s Portfolio TECD Stock Details TECD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-252
Closed -$36K – 687
2019
Q4 		$36K Hold
252
– – 0.02% 164
2019
Q3 		$26K Buy
252
+2
+0.8% +$195 0.01% 183
2019
Q2 		$26K Buy
+250
New +$25.4K 0.01% 168

Other funds holding TECD

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Personal Wealth Partners's TECD Position: Q1 2020 in Review

Personal Wealth Partners sold out of Tech Data Corp (TECD) in Q1 2020, closing a stake of 252 shares — an estimated $36K sold.

Personal Wealth Partners first reported a position in TECD in Q2 2019 and held it in 3 quarters. The position peaked at $36K in Q4 2019. 286 funds tracked by Wall St. Rank hold TECD as of Q1 2020.

  • Personal Wealth Partners reported no remaining Tech Data Corp position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 252 Tech Data Corp shares in Q1 2020, an estimated $36K.
  • Personal Wealth Partners first reported a position in Tech Data Corp in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Tech Data Corp position peaked at $36K in Q4 2019.
  • 286 funds tracked by Wall St. Rank held Tech Data Corp as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.