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 $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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealthstreet Investment Advisors's TECD Position: Q2 2019 in Review

Wealthstreet Investment Advisors sold out of Tech Data Corp (TECD) in Q2 2019, closing a stake of 11,870 shares — an estimated $1.22M sold.

Wealthstreet Investment Advisors first reported a position in TECD in Q4 2017 and held it in 6 quarters. The position peaked at $1.38M in Q4 2017. 298 funds tracked by Wall St. Rank hold TECD as of Q2 2019.

  • Wealthstreet Investment Advisors reported no remaining Tech Data Corp position as of Q2 2019 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 11,870 Tech Data Corp shares in Q2 2019, an estimated $1.22M.
  • Wealthstreet Investment Advisors first reported a position in Tech Data Corp in Q4 2017 and held it in 6 quarters.
  • Wealthstreet Investment Advisors's Tech Data Corp position peaked at $1.38M in Q4 2017.
  • 298 funds tracked by Wall St. Rank held Tech Data Corp as of Q2 2019.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2019, filed 16 Jul 2019.