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BerganKDV Wealth Management’s Teledyne Technologies TDY Stock Holding History

BerganKDV 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
2022
Q3 		– Sell
-1
Closed – – 1064
2022
Q2 		$0 Hold
1
– – ﹤0.01% 1064
2022
Q1 		$0 Hold
1
– – ﹤0.01% 1097
2021
Q4 		$0 Hold
1
– – ﹤0.01% 1123
2021
Q3 		$0 Hold
1
– – ﹤0.01% 1091
2021
Q2 		$0 Buy
+1
New +$425 ﹤0.01% 1011

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 $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BerganKDV Wealth Management's TDY Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of Teledyne Technologies (TDY) in Q3 2022, closing a stake of 1 share.

BerganKDV Wealth Management first reported a position in TDY in Q2 2021 and held it in 5 quarters. The position peaked at $0 in Q2 2022. 563 funds tracked by Wall St. Rank hold TDY as of Q3 2022.

  • BerganKDV Wealth Management reported no remaining Teledyne Technologies position as of Q3 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1 Teledyne Technologies share in Q3 2022.
  • BerganKDV Wealth Management first reported a position in Teledyne Technologies in Q2 2021 and held it in 5 quarters.
  • BerganKDV Wealth Management's Teledyne Technologies position peaked at $0 in Q2 2022.
  • 563 funds tracked by Wall St. Rank held Teledyne Technologies as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.