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Impact Partnership Wealth’s TransDigm Group TDG Stock Holding History

Impact Partnership Wealth’s Portfolio TDG Stock Details TDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-49
Closed -$60.3K – 629
2024
Q1 		$60.3K Hold
49
– – 0.02% 297
2023
Q4 		$49.6K Hold
49
– – 0.02% 326
2023
Q3 		$41.3K Buy
+49
New +$43K 0.01% 422

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Impact Partnership Wealth's TDG Position: Q2 2024 in Review

Impact Partnership Wealth sold out of TransDigm Group (TDG) in Q2 2024, closing a stake of 49 shares — an estimated $60.3K sold.

Impact Partnership Wealth first reported a position in TDG in Q3 2023 and held it in 3 quarters. The position peaked at $60.3K in Q1 2024. 1,001 funds tracked by Wall St. Rank hold TDG as of Q2 2024.

  • Impact Partnership Wealth reported no remaining TransDigm Group position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 49 TransDigm Group shares in Q2 2024, an estimated $60.3K.
  • Impact Partnership Wealth first reported a position in TransDigm Group in Q3 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's TransDigm Group position peaked at $60.3K in Q1 2024.
  • 1,001 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.