WealthPLAN Partners’s Teradata TDC Stock Holding History

WealthPLAN Partners’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 Q3	–	Sell	-50	Closed	-$2.67K	–	1072
2023 Q2	$2.67K	Hold	50	–	–	﹤0.01%	1034
2023 Q1	$2.01K	Buy	+50	New	+$1.86K	﹤0.01%	1129

Other funds holding TDC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LLL

Lynrock Lake LP Rye Brook, New York $1.58B AUM 20.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthPLAN Partners's TDC Position: Q3 2023 in Review

WealthPLAN Partners sold out of Teradata (TDC) in Q3 2023, closing a stake of 50 shares — an estimated $2.67K sold.

WealthPLAN Partners first reported a position in TDC in Q1 2023 and held it in 2 quarters. The position peaked at $2.67K in Q2 2023. 405 funds tracked by Wall St. Rank hold TDC as of Q3 2023.

WealthPLAN Partners reported no remaining Teradata position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 50 Teradata shares in Q3 2023, an estimated $2.67K.
WealthPLAN Partners first reported a position in Teradata in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's Teradata position peaked at $2.67K in Q2 2023.
405 funds tracked by Wall St. Rank held Teradata as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.