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CWS Financial Advisors’s Teledyne Technologies TDY Stock Holding History

CWS Financial 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
Q4 		– Sell
-164
Closed -$67K – 174
2023
Q3 		$67K Buy
+164
New +$66.6K 0.03% 164

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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

CWS Financial Advisors's TDY Position: Q4 2023 in Review

CWS Financial Advisors sold out of Teledyne Technologies (TDY) in Q4 2023, closing a stake of 164 shares — an estimated $67K sold.

CWS Financial Advisors first reported a position in TDY in Q3 2023 and held it in 1 quarter. The position peaked at $67K in Q3 2023. 647 funds tracked by Wall St. Rank hold TDY as of Q4 2023.

  • CWS Financial Advisors reported no remaining Teledyne Technologies position as of Q4 2023 after selling out during the quarter.
  • CWS Financial Advisors sold 164 Teledyne Technologies shares in Q4 2023, an estimated $67K.
  • CWS Financial Advisors first reported a position in Teledyne Technologies in Q3 2023 and held it in 1 quarter.
  • CWS Financial Advisors's Teledyne Technologies position peaked at $67K in Q3 2023.
  • 647 funds tracked by Wall St. Rank held Teledyne Technologies as of Q4 2023.

Based on CWS Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.