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Cetera Advisors’s TransDigm Group TDG Stock Holding History

Cetera 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
2024
Q1 		$2.15M Buy
1,744
+1,092
+167% +$1.23M 0.02% 781
2023
Q4 		$660K Buy
+652
New +$601K 0.01% 974
2015
Q2 		– Sell
-1,286
Closed -$282K – 749
2015
Q1 		$282K Buy
+1,286
New +$271K 0.03% 522

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cetera Advisors's TDG Position: Q1 2024 in Review

Cetera Advisors increased its TransDigm Group (TDG) stake by 167% in Q1 2024, buying an estimated $1.23M and bringing the position to 1,744 shares worth $2.15M. The position accounts for 0.02% of the portfolio, ranked #781.

Cetera Advisors first reported a position in TDG in Q1 2015 and has held it in 3 quarters since. 934 funds tracked by Wall St. Rank hold TDG as of Q1 2024.

  • Cetera Advisors held 1,744 shares of TransDigm Group worth $2.15M as of Q1 2024.
  • Cetera Advisors bought 1,092 TransDigm Group shares in Q1 2024, an estimated $1.23M.
  • TransDigm Group made up 0.02% of Cetera Advisors's portfolio in Q1 2024, its #781 holding.
  • Cetera Advisors first reported a position in TransDigm Group in Q1 2015 and has held it in 3 quarters since.
  • 934 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.