PWG
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Portside Wealth Group’s Teradata TDC Stock Holding History

Portside Wealth Group’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
2026
Q2 		$290K Sell
8,369
-7,230
-46% -$220K 0.03% 408
2026
Q1 		$400K Buy
15,599
+253
+2% +$7.38K 0.05% 307
2025
Q4 		$467K Buy
15,346
+851
+6% +$22.3K 0.06% 272
2025
Q3 		$312K Buy
14,495
+347
+2% +$7.47K 0.04% 367
2025
Q2 		$316K Buy
14,148
+9
+0.1% +$196 0.05% 341
2025
Q1 		$318K Buy
14,139
+322
+2% +$8.71K 0.05% 319
2024
Q4 		$430K Sell
13,817
-800
-5% -$25K 0.07% 252
2024
Q3 		$443K Sell
14,617
-10
-0.1% -$298 0.08% 240
2024
Q2 		$506K Sell
14,627
-1,954
-12% -$68.2K 0.1% 211
2024
Q1 		$641K Sell
16,581
-427
-3% -$18K 0.12% 184
2023
Q4 		$740K Sell
17,008
-2,029
-11% -$91.2K 0.14% 164
2023
Q3 		$856K Buy
19,037
+431
+2% +$21.1K 0.16% 136
2023
Q2 		$994K Buy
+18,606
New +$839K 0.18% 127

Other funds holding TDC

CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return