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Regent Peak Wealth Advisors’s Telephone and Data Systems TDS Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-42
Closed -$1K – 883
2020
Q4 		$1K Buy
+42
New +$772 ﹤0.01% 995

Other funds holding TDS

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State Street
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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Regent Peak Wealth Advisors's TDS Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Telephone and Data Systems (TDS) in Q1 2021, closing a stake of 42 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in TDS in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 244 funds tracked by Wall St. Rank hold TDS as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Telephone and Data Systems position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 42 Telephone and Data Systems shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in Telephone and Data Systems in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Telephone and Data Systems position peaked at $1K in Q4 2020.
  • 244 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.