WAM
TECD

Wealthspire Advisors (Maryland)’s Tech Data Corp TECD Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio TECD Stock Details TECD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-65
Closed -$7K – 2407
2019
Q1 		$7K Sell
65
-52
-44% -$5.08K ﹤0.01% 1718
2018
Q4 		$10K Buy
117
+64
+121% +$4.86K ﹤0.01% 1487
2018
Q3 		$4K Hold
53
– – ﹤0.01% 1972
2018
Q2 		$4K Hold
53
– – ﹤0.01% 1943
2018
Q1 		$5K Sell
53
-88
-62% -$8.56K ﹤0.01% 1857
2017
Q4 		$14K Buy
141
+24
+21% +$2.25K ﹤0.01% 1471
2017
Q3 		$10K Buy
117
+9
+8% +$888 ﹤0.01% 1589
2017
Q2 		$11K Buy
108
+72
+200% +$6.92K ﹤0.01% 1510
2017
Q1 		$3K Buy
+36
New +$3.19K ﹤0.01% 1652

Other funds holding TECD

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Tech Data Corp (TECD) in Q2 2019, closing a stake of 65 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in TECD in Q1 2017 and held it in 9 quarters. The position peaked at $14K in Q4 2017. 298 funds tracked by Wall St. Rank hold TECD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Tech Data Corp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 65 Tech Data Corp shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Tech Data Corp in Q1 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Tech Data Corp position peaked at $14K in Q4 2017.
  • 298 funds tracked by Wall St. Rank held Tech Data Corp as of Q2 2019.

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