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Avior Wealth Management’s TransDigm Group TDG Stock Holding History

Avior Wealth Management’s Portfolio TDG Stock Details TDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13
Closed -$16.5K – 2160
2024
Q4 		$16.5K Buy
13
+1
+8% +$1.32K ﹤0.01% 1460
2024
Q3 		$17.1K Sell
12
-1
-8% -$1.3K ﹤0.01% 1408
2024
Q2 		$16.6K Sell
13
-36
-73% -$46.2K ﹤0.01% 1382
2024
Q1 		$60.3K Buy
49
+44
+880% +$49.5K ﹤0.01% 1164
2023
Q4 		$5.06K Hold
5
– – ﹤0.01% 1139
2023
Q3 		$4.21K Hold
5
– – ﹤0.01% 1241
2023
Q2 		$4.47K Hold
5
– – ﹤0.01% 1197
2023
Q1 		$3.69K Hold
5
– – ﹤0.01% 1282
2022
Q4 		$3.15K Hold
5
– – ﹤0.01% 1006
2022
Q3 		$2K Hold
5
– – ﹤0.01% 1051
2022
Q2 		$2K Hold
5
– – ﹤0.01% 962
2022
Q1 		$3K Hold
5
– – ﹤0.01% 962
2021
Q4 		$3K Hold
5
– – ﹤0.01% 953
2021
Q3 		$3K Hold
5
– – ﹤0.01% 913
2021
Q2 		$3K Hold
5
– – ﹤0.01% 877
2021
Q1 		$2K Hold
5
– – ﹤0.01% 917
2020
Q4 		$3K Hold
5
– – ﹤0.01% 855
2020
Q3 		$2K Hold
5
– – ﹤0.01% 833
2020
Q2 		$2K Hold
5
– – ﹤0.01% 809
2020
Q1 		$1K Hold
5
– – ﹤0.01% 746
2019
Q4 		$2K Hold
5
– – ﹤0.01% 728
2019
Q3 		$2K Hold
5
– – ﹤0.01% 692
2019
Q2 		$2K Sell
5
-972
-99% -$455K ﹤0.01% 743
2019
Q1 		$443K Buy
977
+315
+48% +$128K 0.09% 219
2018
Q4 		$225K Buy
662
+12
+2% +$4.12K 0.05% 293
2018
Q3 		$242K Sell
650
-30
-4% -$10.8K 0.05% 301
2018
Q2 		$235K Buy
680
+30
+5% +$9.86K 0.05% 290
2018
Q1 		$200K Buy
650
+6
+0.9% +$1.77K 0.05% 311
2017
Q4 		$177K Buy
644
+639
+12,780% +$174K 0.04% 360
2017
Q3 		$1K Buy
+5
New +$1.35K ﹤0.01% 483

Other funds holding TDG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's TDG Position: Q1 2025 in Review

Avior Wealth Management sold out of TransDigm Group (TDG) in Q1 2025, closing a stake of 13 shares — an estimated $16.5K sold.

Avior Wealth Management first reported a position in TDG in Q3 2017 and held it in 30 quarters. The position peaked at $443K in Q1 2019. 1,089 funds tracked by Wall St. Rank hold TDG as of Q1 2025.

  • Avior Wealth Management reported no remaining TransDigm Group position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 13 TransDigm Group shares in Q1 2025, an estimated $16.5K.
  • Avior Wealth Management first reported a position in TransDigm Group in Q3 2017 and held it in 30 quarters.
  • Avior Wealth Management's TransDigm Group position peaked at $443K in Q1 2019.
  • 1,089 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.