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Curi Wealth Management’s Teledyne Technologies TDY Stock Holding History

Curi 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
-36
Closed -$14K – 635
2022
Q2 		$14K Hold
36
– – ﹤0.01% 341
2022
Q1 		$17K Hold
36
– – ﹤0.01% 302
2021
Q4 		$15K Buy
+36
New +$15.7K ﹤0.01% 276
2021
Q1 		– Sell
-36
Closed -$14K – 440
2020
Q4 		$14K Buy
+36
New +$12.9K 0.01% 221

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 $3.37T 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

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

Curi Wealth Management sold out of Teledyne Technologies (TDY) in Q3 2022, closing a stake of 36 shares — an estimated $14K sold.

Curi Wealth Management first reported a position in TDY in Q4 2020 and held it in 4 quarters. The position peaked at $17K in Q1 2022. 563 funds tracked by Wall St. Rank hold TDY as of Q3 2022.

  • Curi Wealth Management reported no remaining Teledyne Technologies position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 36 Teledyne Technologies shares in Q3 2022, an estimated $14K.
  • Curi Wealth Management first reported a position in Teledyne Technologies in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Teledyne Technologies position peaked at $17K in Q1 2022.
  • 563 funds tracked by Wall St. Rank held Teledyne Technologies as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.