HWMA
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Heritage Wealth Management (Arizona)’s Teledyne Technologies TDY Stock Holding History

Heritage Wealth Management (Arizona)’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 		$280K Sell
722
-93
-11% -$36.8K 0.16% 123
2024
Q1 		$350K Sell
815
-3
-0.4% -$1.29K 0.18% 112
2023
Q4 		$365K Buy
+818
New +$328K 0.2% 103
2022
Q4 		$1.32M Buy
3,308
+1,766
+115% +$688K 0.19% 85
2022
Q3 		$520K Buy
1,542
+133
+9% +$50.8K 0.17% 95
2022
Q2 		$529K Buy
1,409
+396
+39% +$165K 0.18% 94
2022
Q1 		$479K Buy
+1,013
New +$436K 0.13% 122
2021
Q3 		$360K Buy
838
+103
+14% +$45.5K 0.13% 125
2021
Q2 		$308K Buy
735
+145
+25% +$61.6K 0.12% 145
2021
Q1 		$244K Buy
+590
New +$228K 0.14% 136

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return