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Confluence Wealth Services’s Teledyne Technologies TDY Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-18
Closed -$7K – 1051
2021
Q4 		$7K Buy
+18
New +$7.83K ﹤0.01% 1004

Other funds holding TDY

T. Rowe Price Associates
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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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Confluence Wealth Services's TDY Position: Q1 2022 in Review

Confluence Wealth Services sold out of Teledyne Technologies (TDY) in Q1 2022, closing a stake of 18 shares — an estimated $7K sold.

Confluence Wealth Services first reported a position in TDY in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 622 funds tracked by Wall St. Rank hold TDY as of Q1 2022.

  • Confluence Wealth Services reported no remaining Teledyne Technologies position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 18 Teledyne Technologies shares in Q1 2022, an estimated $7K.
  • Confluence Wealth Services first reported a position in Teledyne Technologies in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Teledyne Technologies position peaked at $7K in Q4 2021.
  • 622 funds tracked by Wall St. Rank held Teledyne Technologies as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.