BDO Wealth Advisors’s TransDigm Group TDG Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$43.8K	Hold	49	–	–	0.01%	458
2023 Q1	$36.1K	Buy	49 +10	+26%	+$7.14K	﹤0.01%	478
2022 Q4	$24.6K	Hold	39	–	–	﹤0.01%	536
2022 Q3	$20K	Sell	39 -3	-7%	-$1.79K	﹤0.01%	576
2022 Q2	$23K	Hold	42	–	–	﹤0.01%	536
2022 Q1	$27K	Hold	42	–	–	﹤0.01%	547
2021 Q4	$27K	Hold	42	–	–	﹤0.01%	569
2021 Q3	$26K	Hold	42	–	–	﹤0.01%	561
2021 Q2	$27K	Sell	42 -4	-9%	-$2.51K	﹤0.01%	567
2021 Q1	$27K	Buy	46 +39	+557%	+$23K	﹤0.01%	563
2020 Q4	$4K	Hold	7	–	–	﹤0.01%	678
2020 Q3	$3K	Buy	+7	New	+$3.29K	﹤0.01%	651

Other funds holding TDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Altarock Partners West Palm Beach, Florida $4.13B AUM 0.04% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

BDO Wealth Advisors's TDG Position: Q2 2023 in Review

BDO Wealth Advisors held its TransDigm Group (TDG) position steady in Q2 2023 at 49 shares worth $43.8K. The position accounts for 0.01% of the portfolio, ranked #458.

BDO Wealth Advisors first reported a position in TDG in Q3 2020 and has held it in 12 quarters since. 743 funds tracked by Wall St. Rank hold TDG as of Q2 2023.

BDO Wealth Advisors held 49 shares of TransDigm Group worth $43.8K as of Q2 2023.
BDO Wealth Advisors left its TransDigm Group share count unchanged in Q2 2023.
TransDigm Group made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #458 holding.
BDO Wealth Advisors first reported a position in TransDigm Group in Q3 2020 and has held it in 12 quarters since.
743 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.