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VitalStone Financial’s Telephone and Data Systems TDS Stock Holding History

VitalStone Financial’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
2024
Q2 		– Sell
-21,230
Closed -$384K – 582
2024
Q1 		$340K Buy
+21,230
New +$362K 0.26% 72
2023
Q4 		– Sell
-73
Closed -$1.35K – 586
2023
Q3 		$1K Buy
73
+47
+181% +$679 ﹤0.01% 441
2023
Q2 		$0 Buy
+26
New +$221 ﹤0.01% 1048

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

VitalStone Financial's TDS Position: Q2 2024 in Review

VitalStone Financial sold out of Telephone and Data Systems (TDS) in Q2 2024, closing a stake of 21,230 shares — an estimated $384K sold.

VitalStone Financial first reported a position in TDS in Q2 2023 and held it in 3 quarters. The position peaked at $340K in Q1 2024. 256 funds tracked by Wall St. Rank hold TDS as of Q2 2024.

  • VitalStone Financial reported no remaining Telephone and Data Systems position as of Q2 2024 after selling out during the quarter.
  • VitalStone Financial sold 21,230 Telephone and Data Systems shares in Q2 2024, an estimated $384K.
  • VitalStone Financial first reported a position in Telephone and Data Systems in Q2 2023 and held it in 3 quarters.
  • VitalStone Financial's Telephone and Data Systems position peaked at $340K in Q1 2024.
  • 256 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2024.

Based on VitalStone Financial's 13F filing for Q2 2024, filed 7 Aug 2024.