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Beaird Harris Wealth Management’s Teledyne Technologies TDY Stock Holding History

Beaird Harris 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
2023
Q1 		– Sell
-2
Closed -$800 – 719
2022
Q4 		$800 Buy
2
+1
+100% +$389 ﹤0.01% 649
2022
Q3 		$0 Hold
1
– – ﹤0.01% 528
2022
Q2 		$0 Hold
1
– – ﹤0.01% 594
2022
Q1 		$0 Hold
1
– – ﹤0.01% 714
2021
Q4 		$0 Buy
+1
New +$435 ﹤0.01% 666

Other funds holding TDY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beaird Harris Wealth Management's TDY Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Teledyne Technologies (TDY) in Q1 2023, closing a stake of 2 shares — an estimated $800 sold.

Beaird Harris Wealth Management first reported a position in TDY in Q4 2021 and held it in 5 quarters. The position peaked at $800 in Q4 2022. 601 funds tracked by Wall St. Rank hold TDY as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Teledyne Technologies position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 2 Teledyne Technologies shares in Q1 2023, an estimated $800.
  • Beaird Harris Wealth Management first reported a position in Teledyne Technologies in Q4 2021 and held it in 5 quarters.
  • Beaird Harris Wealth Management's Teledyne Technologies position peaked at $800 in Q4 2022.
  • 601 funds tracked by Wall St. Rank held Teledyne Technologies as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.