Ropes Wealth Advisors’s Teradata TDC Stock Holding History

Ropes Wealth Advisors’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
2020 Q4	–	Sell	-24	Closed	-$1K	–	914
2020 Q3	$1K	Hold	24	–	–	﹤0.01%	595
2020 Q2	$0	Hold	24	–	–	﹤0.01%	609
2020 Q1	$0	Hold	24	–	–	﹤0.01%	560
2019 Q4	$1K	Hold	24	–	–	﹤0.01%	526
2019 Q3	$1K	Hold	24	–	–	﹤0.01%	541
2019 Q2	$1K	Hold	24	–	–	﹤0.01%	554
2019 Q1	$1K	Hold	24	–	–	﹤0.01%	505
2018 Q4	$1K	Sell	24 -120	-83%	-$4.39K	﹤0.01%	492
2018 Q3	$5K	Hold	144	–	–	﹤0.01%	492
2018 Q2	$6K	Hold	144	–	–	﹤0.01%	496
2018 Q1	$6K	Hold	144	–	–	﹤0.01%	484
2017 Q4	$6K	Hold	144	–	–	﹤0.01%	594
2017 Q3	$5K	Sell	144 -24	-14%	-$745	﹤0.01%	599
2017 Q2	$5K	Hold	168	–	–	﹤0.01%	482
2017 Q1	$5K	Hold	168	–	–	﹤0.01%	471
2016 Q4	$5K	Hold	168	–	–	﹤0.01%	465
2016 Q3	$5K	Hold	168	–	–	﹤0.01%	435
2016 Q2	$4K	Sell	168 -36	-18%	-$955	﹤0.01%	421
2016 Q1	$5K	Buy	204 +36	+21%	+$891	﹤0.01%	359
2015 Q4	$4K	Hold	168	–	–	﹤0.01%	373
2015 Q3	$5K	Hold	168	–	–	﹤0.01%	364
2015 Q2	$6K	Hold	168	–	–	﹤0.01%	271
2015 Q1	$7K	Buy	+168	New	+$7.35K	﹤0.01%	271

Other funds holding TDC

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LLL

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ropes Wealth Advisors's TDC Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of Teradata (TDC) in Q4 2020, closing a stake of 24 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in TDC in Q1 2015 and held it in 23 quarters. The position peaked at $7K in Q1 2015. 296 funds tracked by Wall St. Rank hold TDC as of Q4 2020.

Ropes Wealth Advisors reported no remaining Teradata position as of Q4 2020 after selling out during the quarter.
Ropes Wealth Advisors sold 24 Teradata shares in Q4 2020, an estimated $1K.
Ropes Wealth Advisors first reported a position in Teradata in Q1 2015 and held it in 23 quarters.
Ropes Wealth Advisors's Teradata position peaked at $7K in Q1 2015.
296 funds tracked by Wall St. Rank held Teradata as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.