Financial Synergies Wealth Advisors’s Teledyne Technologies TDY Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-2	Closed	-$859	–	427
2024 Q1	$859	Buy	+2	New	+$858	﹤0.01%	420
2023 Q4	–	Sell	-2	Closed	-$818	–	544
2023 Q3	$818	Hold	2	–	–	﹤0.01%	402
2023 Q2	$823	Buy	+2	New	+$825	﹤0.01%	401
2022 Q3	–	Sell	-1	Closed	-$376	–	518
2022 Q2	$376	Buy	+1	New	+$417	﹤0.01%	403

Other funds holding TDY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Synergies Wealth Advisors's TDY Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Teledyne Technologies (TDY) in Q2 2024, closing a stake of 2 shares — an estimated $859 sold.

Financial Synergies Wealth Advisors first reported a position in TDY in Q2 2022 and held it in 4 quarters. The position peaked at $859 in Q1 2024. 674 funds tracked by Wall St. Rank hold TDY as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Teledyne Technologies position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 2 Teledyne Technologies shares in Q2 2024, an estimated $859.
Financial Synergies Wealth Advisors first reported a position in Teledyne Technologies in Q2 2022 and held it in 4 quarters.
Financial Synergies Wealth Advisors's Teledyne Technologies position peaked at $859 in Q1 2024.
674 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.