BRWA
TDY icon

B. Riley Wealth Advisors’s Teledyne Technologies TDY Stock Holding History

B. Riley Wealth Advisors’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
Q4 		$1.5M Sell
3,237
-1,306
-29% -$609K 0.05% 339
2024
Q3 		$1.99M Buy
4,543
+563
+14% +$233K 0.06% 314
2024
Q2 		$1.54M Buy
3,980
+2,371
+147% +$939K 0.04% 412
2024
Q1 		$657K Sell
1,609
-1,131
-41% -$485K 0.02% 664
2023
Q4 		$1.22M Buy
2,740
+1,131
+70% +$454K 0.03% 467
2023
Q3 		$657K Buy
1,609
+1,104
+219% +$448K 0.02% 664
2023
Q2 		$208K Sell
505
-195
-28% -$80.4K ﹤0.01% 1338
2023
Q1 		$313K Buy
+700
New +$297K 0.01% 1046
2022
Q4 		– Sell
-687
Closed -$234K – 1586
2022
Q3 		$234K Buy
+687
New +$262K 0.01% 1153
2021
Q2 		– Sell
-518
Closed -$216K – 1464
2021
Q1 		$216K Sell
518
-106
-17% -$40.9K 0.01% 1157
2020
Q4 		$246K Sell
624
-649
-51% -$233K 0.01% 855
2020
Q3 		$396K Buy
+1,273
New +$402K 0.02% 620
2020
Q2 		– Sell
-717
Closed -$214K – 901
2020
Q1 		$214K Sell
717
-3
-0.4% -$1.03K 0.02% 649
2019
Q4 		$251K Buy
720
+7
+1% +$2.35K 0.02% 680
2019
Q3 		$231K Buy
+713
New +$213K 0.02% 686
2015
Q1 		– Sell
-9
Closed -$1 – 1837
2014
Q4 		$1 Buy
+9
New +$911 ﹤0.01% 3581

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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