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

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 $3.37T AUM 44.26% 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

Heritage Wealth Management (Arizona)'s TDY Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Teledyne Technologies (TDY) stake by 11% in Q2 2024, selling an estimated $36.8K and leaving 722 shares worth $280K. The position accounts for 0.16% of the portfolio, ranked #123.

Heritage Wealth Management (Arizona) first reported a position in TDY in Q1 2021 and has held it in 10 quarters since. The position peaked at $1.32M in Q4 2022. 674 funds tracked by Wall St. Rank hold TDY as of Q2 2024.

Heritage Wealth Management (Arizona) held 722 shares of Teledyne Technologies worth $280K as of Q2 2024.
Heritage Wealth Management (Arizona) sold 93 Teledyne Technologies shares in Q2 2024, an estimated $36.8K.
Teledyne Technologies made up 0.16% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #123 holding.
Heritage Wealth Management (Arizona) first reported a position in Teledyne Technologies in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s Teledyne Technologies position peaked at $1.32M in Q4 2022.
674 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.