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Baker Tilly Wealth Management’s Teledyne Technologies TDY Stock Holding History

Baker Tilly Wealth Management’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
-1,502
Closed -$645K – 403
2024
Q1 		$645K Buy
1,502
+124
+9% +$53.2K 0.12% 194
2023
Q4 		$615K Sell
1,378
-75,753
-98% -$30.4M 0.1% 226
2023
Q3 		$31.5M Buy
77,131
+72
+0.1% +$29.2K 5.19% 1
2023
Q2 		$31.7M Buy
77,059
+16
+0% +$6.6K 3.33% 3
2023
Q1 		$34.5M Sell
77,043
-1
-0% -$424 3.87% 1
2022
Q4 		$30.8M Sell
77,044
-12,579
-14% -$4.9M 3.79% 1
2022
Q3 		$30.2M Sell
89,623
-8
-0% -$3.05K 4.12% 2
2022
Q2 		$33.6M Sell
89,631
-70
-0.1% -$29.2K 4.41% 1
2022
Q1 		$42.4M Sell
89,701
-3,890
-4% -$1.67M 4.69% 2
2021
Q4 		$40.9M Buy
93,591
+8,597
+10% +$3.74M 4.39% 2
2021
Q3 		$36.5M Buy
84,994
+180
+0.2% +$79.5K 4.82% 2
2021
Q2 		$35.5M Buy
84,814
+84,150
+12,673% +$35.7M 5.73% 1
2021
Q1 		$275K Buy
+664
New +$256K 0.06% 378

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Baker Tilly Wealth Management's TDY Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Teledyne Technologies (TDY) in Q2 2024, closing a stake of 1,502 shares — an estimated $645K sold.

Baker Tilly Wealth Management first reported a position in TDY in Q1 2021 and held it in 13 quarters. The position peaked at $42.4M in Q1 2022. 674 funds tracked by Wall St. Rank hold TDY as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Teledyne Technologies position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 1,502 Teledyne Technologies shares in Q2 2024, an estimated $645K.
  • Baker Tilly Wealth Management first reported a position in Teledyne Technologies in Q1 2021 and held it in 13 quarters.
  • Baker Tilly Wealth Management's Teledyne Technologies position peaked at $42.4M in Q1 2022.
  • 674 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.