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CM Wealth Advisors’s Teledyne Technologies TDY Stock Holding History

CM 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
Q2 		– Sell
-2,638
Closed -$1.07M – 398
2023
Q1 		$1.07M Buy
+2,638
New +$1.12M 0.21% 143

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

CM Wealth Advisors's TDY Position: Q2 2023 in Review

CM Wealth Advisors sold out of Teledyne Technologies (TDY) in Q2 2023, closing a stake of 2,638 shares — an estimated $1.07M sold.

CM Wealth Advisors first reported a position in TDY in Q1 2023 and held it in 1 quarter. The position peaked at $1.07M in Q1 2023. 618 funds tracked by Wall St. Rank hold TDY as of Q2 2023.

  • CM Wealth Advisors reported no remaining Teledyne Technologies position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 2,638 Teledyne Technologies shares in Q2 2023, an estimated $1.07M.
  • CM Wealth Advisors first reported a position in Teledyne Technologies in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's Teledyne Technologies position peaked at $1.07M in Q1 2023.
  • 618 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.