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Valeo Financial Advisors’s Teradata TDC Stock Holding History

Valeo Financial 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
2023
Q4 		– Sell
-8,475
Closed -$382K – 716
2023
Q3 		$382K Hold
8,475
– – 0.02% 396
2023
Q2 		$453K Hold
8,475
– – 0.02% 342
2023
Q1 		$341K Hold
8,475
– – 0.02% 411
2022
Q4 		$285K Buy
8,475
+5
+0.1% +$161 0.02% 399
2022
Q3 		$263K Hold
8,470
– – 0.02% 384
2022
Q2 		$313K Hold
8,470
– – 0.02% 329
2022
Q1 		$417K Hold
8,470
– – 0.02% 369
2021
Q4 		$360K Sell
8,470
-500
-6% -$24.7K 0.02% 379
2021
Q3 		$514K Buy
+8,970
New +$462K 0.03% 294
2018
Q2 		– Sell
-241
Closed -$10K – 1745
2018
Q1 		$10K Buy
+241
New +$9.49K ﹤0.01% 929

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Valeo Financial Advisors's TDC Position: Q4 2023 in Review

Valeo Financial Advisors sold out of Teradata (TDC) in Q4 2023, closing a stake of 8,475 shares — an estimated $382K sold.

Valeo Financial Advisors first reported a position in TDC in Q1 2018 and held it in 10 quarters. The position peaked at $514K in Q3 2021. 430 funds tracked by Wall St. Rank hold TDC as of Q4 2023.

  • Valeo Financial Advisors reported no remaining Teradata position as of Q4 2023 after selling out during the quarter.
  • Valeo Financial Advisors sold 8,475 Teradata shares in Q4 2023, an estimated $382K.
  • Valeo Financial Advisors first reported a position in Teradata in Q1 2018 and held it in 10 quarters.
  • Valeo Financial Advisors's Teradata position peaked at $514K in Q3 2021.
  • 430 funds tracked by Wall St. Rank held Teradata as of Q4 2023.

Based on Valeo Financial Advisors's 13F filing for Q4 2023, filed 29 Jan 2024.