VWM
TDC icon

Venturi Wealth Management’s Teradata TDC Stock Holding History

Venturi 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
2025
Q1 		– Sell
-2,109
Closed -$65.7K – 1687
2024
Q4 		$65.7K Buy
2,109
+365
+21% +$11.4K ﹤0.01% 943
2024
Q3 		$52.9K Buy
1,744
+1,593
+1,055% +$47.5K ﹤0.01% 748
2024
Q2 		$5.22K Buy
+151
New +$5.27K ﹤0.01% 1227
2024
Q1 		– Sell
-105
Closed -$4.57K – 1442
2023
Q4 		$4.57K Buy
105
+69
+192% +$3.1K ﹤0.01% 1047
2023
Q3 		$1.62K Buy
+36
New +$1.76K ﹤0.01% 1215

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
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Venturi Wealth Management's TDC Position: Q1 2025 in Review

Venturi Wealth Management sold out of Teradata (TDC) in Q1 2025, closing a stake of 2,109 shares — an estimated $65.7K sold.

Venturi Wealth Management first reported a position in TDC in Q3 2023 and held it in 5 quarters. The position peaked at $65.7K in Q4 2024. 361 funds tracked by Wall St. Rank hold TDC as of Q1 2025.

  • Venturi Wealth Management reported no remaining Teradata position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 2,109 Teradata shares in Q1 2025, an estimated $65.7K.
  • Venturi Wealth Management first reported a position in Teradata in Q3 2023 and held it in 5 quarters.
  • Venturi Wealth Management's Teradata position peaked at $65.7K in Q4 2024.
  • 361 funds tracked by Wall St. Rank held Teradata as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.