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Insight Wealth Strategies’s TransDigm Group TDG Stock Holding History

Insight Wealth Strategies’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
Q3 		– Sell
-1,027
Closed -$1.31M – 170
2024
Q2 		$1.31M Sell
1,027
-29
-3% -$37.2K 0.19% 111
2024
Q1 		$1.3M Sell
1,056
-380
-26% -$428K 0.19% 114
2023
Q4 		$1.45M Sell
1,436
-85
-6% -$78.4K 0.23% 98
2023
Q3 		$1.28M Buy
1,521
+20
+1% +$17.5K 0.25% 87
2023
Q2 		$1.34M Sell
1,501
-27
-2% -$21.4K 0.26% 77
2023
Q1 		$1.13M Sell
1,528
-117
-7% -$83.6K 0.22% 84
2022
Q4 		$1.04M Buy
1,645
+46
+3% +$27.1K 0.2% 89
2022
Q3 		$858K Hold
1,599
– – 0.16% 101
2022
Q2 		$858K Sell
1,599
-57
-3% -$33.6K 0.16% 101
2022
Q1 		$1.08M Buy
1,656
+43
+3% +$27.6K 0.16% 102
2021
Q4 		$1.03M Buy
1,613
+35
+2% +$21.9K 0.15% 96
2021
Q3 		$985K Buy
1,578
+47
+3% +$29.4K 0.14% 102
2021
Q2 		$991K Sell
1,531
-338
-18% -$212K 0.14% 100
2021
Q1 		$1.1M Buy
1,869
+192
+11% +$113K 0.15% 98
2020
Q4 		$1.04M Sell
1,677
-2
-0.1% -$1.1K 0.18% 70
2020
Q3 		$798K Buy
1,679
+507
+43% +$238K 0.15% 68
2020
Q2 		$518K Buy
+1,172
New +$444K 0.12% 83
2020
Q1 		– Sell
-1,435
Closed -$804K – 192
2019
Q4 		$804K Buy
1,435
+63
+5% +$34.5K 0.17% 93
2019
Q3 		$714K Buy
+1,372
New +$704K 0.17% 92

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Insight Wealth Strategies's TDG Position: Q3 2024 in Review

Insight Wealth Strategies sold out of TransDigm Group (TDG) in Q3 2024, closing a stake of 1,027 shares — an estimated $1.31M sold.

Insight Wealth Strategies first reported a position in TDG in Q3 2019 and held it in 19 quarters. The position peaked at $1.45M in Q4 2023. 1,026 funds tracked by Wall St. Rank hold TDG as of Q3 2024.

  • Insight Wealth Strategies reported no remaining TransDigm Group position as of Q3 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 1,027 TransDigm Group shares in Q3 2024, an estimated $1.31M.
  • Insight Wealth Strategies first reported a position in TransDigm Group in Q3 2019 and held it in 19 quarters.
  • Insight Wealth Strategies's TransDigm Group position peaked at $1.45M in Q4 2023.
  • 1,026 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2024.

Based on Insight Wealth Strategies's 13F filing for Q3 2024, filed 7 Oct 2024.