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

Sutton 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
2023
Q1 		– Sell
-877
Closed -$9.2K – 1486
2022
Q4 		$9.2K Sell
877
-884
-50% -$10.9K ﹤0.01% 973
2022
Q3 		$24.5K Buy
1,761
+1,722
+4,415% +$27.4K 0.01% 596
2022
Q2 		$616 Sell
39
-14
-26% -$250 ﹤0.01% 1409
2022
Q1 		$1K Buy
53
+30
+130% +$580 ﹤0.01% 1342
2021
Q4 		$463 Buy
+23
New +$449 ﹤0.01% 1544

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sutton Wealth Advisors's TDS Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Telephone and Data Systems (TDS) in Q1 2023, closing a stake of 877 shares — an estimated $9.2K sold.

Sutton Wealth Advisors first reported a position in TDS in Q4 2021 and held it in 5 quarters. The position peaked at $24.5K in Q3 2022. 235 funds tracked by Wall St. Rank hold TDS as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Telephone and Data Systems position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 877 Telephone and Data Systems shares in Q1 2023, an estimated $9.2K.
  • Sutton Wealth Advisors first reported a position in Telephone and Data Systems in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Telephone and Data Systems position peaked at $24.5K in Q3 2022.
  • 235 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.