Steward Partners Investment Advisory’s Tech Data Corp TECD Stock Holding History

Steward Partners Investment Advisory’s Portfolio TECD Stock Details TECD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-203	Closed	-$26K	–	2816
2020 Q1	$26K	Buy	203 +4	+2%	+$554	﹤0.01%	1517
2019 Q4	$28K	Hold	199	–	–	﹤0.01%	1657
2019 Q3	$20K	Buy	199 +153	+333%	+$14.9K	﹤0.01%	1735
2019 Q2	$4K	Buy	+46	New	+$4.67K	﹤0.01%	2321
2018 Q4	–	Sell	-58	Closed	-$4K	–	2474
2018 Q3	$4K	Hold	58	–	–	﹤0.01%	2248
2018 Q2	$5K	Sell	58 -12	-17%	-$987	﹤0.01%	2037
2018 Q1	$5K	Sell	70 -72	-51%	-$7K	﹤0.01%	1830
2017 Q4	$13K	Buy	142 +37	+35%	+$3.47K	﹤0.01%	1287
2017 Q3	$9K	Buy	105 +29	+38%	+$2.86K	﹤0.01%	1154
2017 Q2	$7K	Sell	76 -52	-41%	-$5K	﹤0.01%	1155
2017 Q1	$12K	Buy	128 +82	+178%	+$7.26K	﹤0.01%	903
2016 Q4	$3K	Buy	+46	New	+$3.82K	﹤0.01%	734

Other funds holding TECD

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

DAM

DLD Asset Management New York $1.1B AUM 4.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Steward Partners Investment Advisory's TECD Position: Q2 2020 in Review

Steward Partners Investment Advisory sold out of Tech Data Corp (TECD) in Q2 2020, closing a stake of 203 shares — an estimated $26K sold.

Steward Partners Investment Advisory first reported a position in TECD in Q4 2016 and held it in 12 quarters. The position peaked at $28K in Q4 2019. 122 funds tracked by Wall St. Rank hold TECD as of Q2 2020.

Steward Partners Investment Advisory reported no remaining Tech Data Corp position as of Q2 2020 after selling out during the quarter.
Steward Partners Investment Advisory sold 203 Tech Data Corp shares in Q2 2020, an estimated $26K.
Steward Partners Investment Advisory first reported a position in Tech Data Corp in Q4 2016 and held it in 12 quarters.
Steward Partners Investment Advisory's Tech Data Corp position peaked at $28K in Q4 2019.
122 funds tracked by Wall St. Rank held Tech Data Corp as of Q2 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2020, filed 6 Aug 2020.