WIA
TECD

Wealthstreet Investment Advisors’s Tech Data Corp TECD Stock Holding History

Wealthstreet Investment Advisors’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
-11,870
Closed -$1.22M – 354
2019
Q1 		$1.22M Hold
11,870
– – 0.16% 124
2018
Q4 		$1.13M Sell
11,870
-3,700
-24% -$281K 0.16% 128
2018
Q3 		$1.11M Sell
15,570
-300
-2% -$24.3K 0.14% 141
2018
Q2 		$1.3M Buy
15,870
+1,320
+9% +$109K 0.17% 130
2018
Q1 		$1.24M Buy
14,550
+460
+3% +$44.7K 0.16% 133
2017
Q4 		$1.38M Buy
+14,090
New +$1.32M 0.17% 128

Other funds holding TECD

BlackRock
BlackRock New York $5.7T 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 $1.47T 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 $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return