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Wealthstreet Investment Advisors’s Telephone and Data Systems TDS Stock Holding History

Wealthstreet Investment Advisors’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
2021
Q2 		– Sell
-13,000
Closed -$298K – 296
2021
Q1 		$298K Hold
13,000
– – 0.03% 318
2020
Q4 		$241K Buy
13,000
+2,000
+18% +$36.8K 0.02% 322
2020
Q3 		$203K Hold
11,000
– – 0.02% 321
2020
Q2 		$219K Buy
+11,000
New +$210K 0.03% 302

Other funds holding TDS

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Gabelli Funds
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Wealthstreet Investment Advisors's TDS Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Telephone and Data Systems (TDS) in Q2 2021, closing a stake of 13,000 shares — an estimated $298K sold.

Wealthstreet Investment Advisors first reported a position in TDS in Q2 2020 and held it in 4 quarters. The position peaked at $298K in Q1 2021. 224 funds tracked by Wall St. Rank hold TDS as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Telephone and Data Systems position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 13,000 Telephone and Data Systems shares in Q2 2021, an estimated $298K.
  • Wealthstreet Investment Advisors first reported a position in Telephone and Data Systems in Q2 2020 and held it in 4 quarters.
  • Wealthstreet Investment Advisors's Telephone and Data Systems position peaked at $298K in Q1 2021.
  • 224 funds tracked by Wall St. Rank held Telephone and Data Systems as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.