Intercontinental Wealth Advisors’s Teledyne Technologies TDY Stock Holding History

Intercontinental 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
2023 Q2	$427K	Sell	1,039 -112	-10%	-$46.2K	0.1%	205
2023 Q1	$515K	Sell	1,151 -14	-1%	-$5.93K	0.13%	186
2022 Q4	$466K	Sell	1,165 -1	-0.1%	-$389	0.14%	174
2022 Q3	$393K	Buy	1,166 +15	+1%	+$5.72K	0.12%	189
2022 Q2	$432K	Buy	1,151 +447	+63%	+$186K	0.12%	184
2022 Q1	$333K	Buy	704 +34	+5%	+$14.6K	0.08%	229
2021 Q4	$293K	Buy	670 +154	+30%	+$67K	0.06%	248
2021 Q3	$222K	Sell	516 -48	-9%	-$21.2K	0.05%	266
2021 Q2	$236K	Buy	+564	New	+$240K	0.05%	262

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

Select Equity Group New York $20.2B AUM 17.52% 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

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

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

Intercontinental Wealth Advisors's TDY Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its Teledyne Technologies (TDY) stake by 9.7% in Q2 2023, selling an estimated $46.2K and leaving 1,039 shares worth $427K. The position accounts for 0.1% of the portfolio, ranked #205.

Intercontinental Wealth Advisors first reported a position in TDY in Q2 2021 and has held it in 9 quarters since. The position peaked at $515K in Q1 2023. 618 funds tracked by Wall St. Rank hold TDY as of Q2 2023.

Intercontinental Wealth Advisors held 1,039 shares of Teledyne Technologies worth $427K as of Q2 2023.
Intercontinental Wealth Advisors sold 112 Teledyne Technologies shares in Q2 2023, an estimated $46.2K.
Teledyne Technologies made up 0.1% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #205 holding.
Intercontinental Wealth Advisors first reported a position in Teledyne Technologies in Q2 2021 and has held it in 9 quarters since.
Intercontinental Wealth Advisors's Teledyne Technologies position peaked at $515K in Q1 2023.
618 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.