Atria Wealth Solutions’s Teledyne Technologies TDY Stock Holding History

Atria Wealth Solutions’s Portfolio TDY Stock Details TDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-927	Closed	-$398K	–	2061
2024 Q1	$398K	Buy	927 +5	+0.5%	+$2.14K	﹤0.01%	1369
2023 Q4	$411K	Buy	922 +141	+18%	+$56.6K	0.01%	1315
2023 Q3	$319K	Sell	781 -41	-5%	-$16.6K	﹤0.01%	1381
2023 Q2	$338K	Sell	822 -37	-4%	-$15.3K	﹤0.01%	1363
2023 Q1	$384K	Sell	859 -4	-0.5%	-$1.7K	0.01%	1291
2022 Q4	$345K	Sell	863 -44	-5%	-$17.1K	0.01%	1279
2022 Q3	$306K	Buy	+907	New	+$346K	0.01%	1288
2022 Q2	–	Sell	-504	Closed	-$238K	–	1882
2022 Q1	$238K	Buy	+504	New	+$217K	﹤0.01%	1461

Other funds holding TDY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's TDY Position: Q2 2024 in Review

Atria Wealth Solutions sold out of Teledyne Technologies (TDY) in Q2 2024, closing a stake of 927 shares — an estimated $398K sold.

Atria Wealth Solutions first reported a position in TDY in Q1 2022 and held it in 8 quarters. The position peaked at $411K in Q4 2023. 674 funds tracked by Wall St. Rank hold TDY as of Q2 2024.

Atria Wealth Solutions reported no remaining Teledyne Technologies position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 927 Teledyne Technologies shares in Q2 2024, an estimated $398K.
Atria Wealth Solutions first reported a position in Teledyne Technologies in Q1 2022 and held it in 8 quarters.
Atria Wealth Solutions's Teledyne Technologies position peaked at $411K in Q4 2023.
674 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.