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Clearview Wealth Advisors’s Teledyne Technologies TDY Stock Holding History

Clearview Wealth Advisors’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
Q3 		– Sell
-35
Closed -$14.4K – 576
2023
Q2 		$14.4K Hold
35
– – 0.01% 317
2023
Q1 		$15.7K Hold
35
– – 0.02% 305
2022
Q4 		$14K Hold
35
– – 0.01% 294
2022
Q3 		$12K Hold
35
– – 0.01% 316
2022
Q2 		$13K Hold
35
– – 0.01% 332
2022
Q1 		$17K Hold
35
– – 0.01% 319
2021
Q4 		$15K Hold
35
– – 0.01% 367
2021
Q3 		$15K Hold
35
– – 0.01% 371
2021
Q2 		$15K Buy
+35
New +$14.9K 0.01% 372

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Clearview Wealth Advisors's TDY Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Teledyne Technologies (TDY) in Q3 2023, closing a stake of 35 shares — an estimated $14.4K sold.

Clearview Wealth Advisors first reported a position in TDY in Q2 2021 and held it in 9 quarters. The position peaked at $17K in Q1 2022. 596 funds tracked by Wall St. Rank hold TDY as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Teledyne Technologies position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 35 Teledyne Technologies shares in Q3 2023, an estimated $14.4K.
  • Clearview Wealth Advisors first reported a position in Teledyne Technologies in Q2 2021 and held it in 9 quarters.
  • Clearview Wealth Advisors's Teledyne Technologies position peaked at $17K in Q1 2022.
  • 596 funds tracked by Wall St. Rank held Teledyne Technologies as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.