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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return