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Wealthspire Advisors (Maryland)’s Teradata TDC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-324
Closed -$14K – 1849
2019
Q1 		$14K Sell
324
-12
-4% -$539 ﹤0.01% 1411
2018
Q4 		$13K Sell
336
-220
-40% -$8.05K ﹤0.01% 1380
2018
Q3 		$21K Hold
556
– – ﹤0.01% 1294
2018
Q2 		$22K Sell
556
-23
-4% -$926 ﹤0.01% 1284
2018
Q1 		$23K Sell
579
-78
-12% -$3.07K ﹤0.01% 1260
2017
Q4 		$25K Buy
657
+109
+20% +$3.9K ﹤0.01% 1263
2017
Q3 		$19K Sell
548
-20
-4% -$621 ﹤0.01% 1315
2017
Q2 		$17K Buy
568
+205
+56% +$6K ﹤0.01% 1326
2017
Q1 		$11K Buy
363
+127
+54% +$3.84K ﹤0.01% 1315
2016
Q4 		$6K Buy
236
+7
+3% +$197 ﹤0.01% 1355
2016
Q3 		$7K Sell
229
-49
-18% -$1.46K ﹤0.01% 1334
2016
Q2 		$7K Sell
278
-7
-2% -$186 ﹤0.01% 1280
2016
Q1 		$7K Buy
285
+115
+68% +$2.85K ﹤0.01% 1265
2015
Q4 		$4K Buy
+170
New +$4.79K ﹤0.01% 1410

Other funds holding TDC

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TDC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Teradata (TDC) in Q2 2019, closing a stake of 324 shares — an estimated $14K sold.

Wealthspire Advisors (Maryland) first reported a position in TDC in Q4 2015 and held it in 14 quarters. The position peaked at $25K in Q4 2017. 345 funds tracked by Wall St. Rank hold TDC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Teradata position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 324 Teradata shares in Q2 2019, an estimated $14K.
  • Wealthspire Advisors (Maryland) first reported a position in Teradata in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Teradata position peaked at $25K in Q4 2017.
  • 345 funds tracked by Wall St. Rank held Teradata as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.