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SteelPeak Wealth’s Telephone and Data Systems TDS Stock Holding History

SteelPeak Wealth’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
2023
Q4 		– Sell
-19,608
Closed -$359K – 502
2023
Q3 		$359K Buy
19,608
+3,167
+19% +$45.7K 0.02% 302
2023
Q2 		$135K Buy
16,441
+1,662
+11% +$14.1K 0.01% 411
2023
Q1 		$155K Buy
+14,779
New +$172K 0.01% 358

Other funds holding TDS

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SteelPeak Wealth's TDS Position: Q4 2023 in Review

SteelPeak Wealth sold out of Telephone and Data Systems (TDS) in Q4 2023, closing a stake of 19,608 shares — an estimated $359K sold.

SteelPeak Wealth first reported a position in TDS in Q1 2023 and held it in 3 quarters. The position peaked at $359K in Q3 2023. 264 funds tracked by Wall St. Rank hold TDS as of Q4 2023.

  • SteelPeak Wealth reported no remaining Telephone and Data Systems position as of Q4 2023 after selling out during the quarter.
  • SteelPeak Wealth sold 19,608 Telephone and Data Systems shares in Q4 2023, an estimated $359K.
  • SteelPeak Wealth first reported a position in Telephone and Data Systems in Q1 2023 and held it in 3 quarters.
  • SteelPeak Wealth's Telephone and Data Systems position peaked at $359K in Q3 2023.
  • 264 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q4 2023.

Based on SteelPeak Wealth's 13F filing for Q4 2023, filed 24 Jan 2024.