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Spire Wealth Management’s Teradata TDC Stock Holding History

Spire Wealth Management’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
2023
Q3 		– Sell
-10
Closed -$534 – 2463
2023
Q2 		$534 Sell
10
-53
-84% -$2.39K ﹤0.01% 2380
2023
Q1 		$2.54K Sell
63
-186
-75% -$6.91K ﹤0.01% 2212
2022
Q4 		$8K Buy
+249
New +$8.01K ﹤0.01% 1714
2022
Q3 		– Sell
-454
Closed -$17K – 2571
2022
Q2 		$17K Sell
454
-99
-18% -$3.95K ﹤0.01% 1739
2022
Q1 		$27K Hold
553
– – ﹤0.01% 1689
2021
Q4 		$23K Sell
553
-3,000
-84% -$148K ﹤0.01% 2069
2021
Q3 		$204K Buy
3,553
+3,000
+542% +$155K 0.01% 914
2021
Q2 		$28K Buy
553
+100
+22% +$4.55K ﹤0.01% 1734
2021
Q1 		$17K Buy
+453
New +$16.5K ﹤0.01% 2223

Other funds holding TDC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spire Wealth Management's TDC Position: Q3 2023 in Review

Spire Wealth Management sold out of Teradata (TDC) in Q3 2023, closing a stake of 10 shares — an estimated $534 sold.

Spire Wealth Management first reported a position in TDC in Q1 2021 and held it in 9 quarters. The position peaked at $204K in Q3 2021. 405 funds tracked by Wall St. Rank hold TDC as of Q3 2023.

  • Spire Wealth Management reported no remaining Teradata position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 10 Teradata shares in Q3 2023, an estimated $534.
  • Spire Wealth Management first reported a position in Teradata in Q1 2021 and held it in 9 quarters.
  • Spire Wealth Management's Teradata position peaked at $204K in Q3 2021.
  • 405 funds tracked by Wall St. Rank held Teradata as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.