JFS Wealth Advisors’s Teledyne Technologies TDY Stock Holding History

JFS 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
2026 Q2	$145K	Buy	217 +2	+0.9%	+$1.26K	0.01%	378
2026 Q1	$130K	Sell	215 -19	-8%	-$11.9K	0.01%	385
2025 Q4	$120K	Buy	234 +36	+18%	+$19K	0.01%	382
2025 Q3	$116K	Hold	198	–	–	0.01%	392
2025 Q2	$101K	Sell	198 -6	-3%	-$2.9K	0.01%	367
2025 Q1	$102K	Sell	204 -4	-2%	-$1.98K	0.01%	367
2024 Q4	$96.5K	Hold	208	–	–	0.01%	368
2024 Q3	$91K	Buy	208 +5	+2%	+$2.07K	0.01%	377
2024 Q2	$78.8K	Hold	203	–	–	0.01%	354
2024 Q1	$87.2K	Buy	203 +9	+5%	+$3.86K	0.01%	339
2023 Q4	$86.6K	Sell	194 -1	-0.5%	-$401	0.01%	330
2023 Q3	$79.7K	Buy	195 +1	+0.5%	+$406	0.01%	305
2023 Q2	$79.8K	Sell	194 -1	-0.5%	-$412	0.01%	303
2023 Q1	$87.2K	Sell	195 -1	-0.5%	-$424	0.01%	296
2022 Q4	$78.4K	Hold	196	–	–	0.01%	312
2022 Q3	$66K	Buy	196 +9	+5%	+$3.44K	0.01%	334
2022 Q2	$70K	Sell	187 -5	-3%	-$2.08K	0.01%	340
2022 Q1	$91K	Buy	192 +7	+4%	+$3.01K	0.01%	315
2021 Q4	$81K	Buy	185 +5	+3%	+$2.17K	0.01%	347
2021 Q3	$77K	Hold	180	–	–	0.01%	356
2021 Q2	$75K	Hold	180	–	–	0.01%	242
2021 Q1	$74K	Hold	180	–	–	0.02%	216
2020 Q4	$71K	Hold	180	–	–	0.01%	218
2020 Q3	$56K	Hold	180	–	–	0.01%	220
2020 Q2	$56K	Hold	180	–	–	0.01%	219
2020 Q1	$54K	Hold	180	–	–	0.02%	214
2019 Q4	$62K	Hold	180	–	–	0.02%	227
2019 Q3	$58K	Hold	180	–	–	0.01%	228
2019 Q2	$49K	Hold	180	–	–	0.01%	240
2019 Q1	$43K	Hold	180	–	–	0.01%	237
2018 Q4	$37K	Hold	180	–	–	0.01%	242
2018 Q3	$44K	Hold	180	–	–	0.01%	256
2018 Q2	$36K	Hold	180	–	–	0.01%	266
2018 Q1	$34K	Hold	180	–	–	0.01%	274
2017 Q4	$33K	Hold	180	–	–	0.01%	288
2017 Q3	$29K	Hold	180	–	–	0.01%	285
2017 Q2	$23K	Hold	180	–	–	0.01%	286
2017 Q1	$22K	Hold	180	–	–	0.01%	296
2016 Q4	$22K	Hold	180	–	–	0.01%	296
2016 Q3	$19K	Hold	180	–	–	0.01%	333
2016 Q2	$18K	Hold	180	–	–	0.01%	340
2016 Q1	$16K	Hold	180	–	–	﹤0.01%	351
2015 Q4	$16K	Hold	180	–	–	﹤0.01%	348
2015 Q3	$16K	Hold	180	–	–	0.01%	292
2015 Q2	$19K	Hold	180	–	–	0.01%	287
2015 Q1	$19K	Buy	+180	New	+$18K	0.01%	294

Other funds holding TDY

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Defender Capital Charlotte, North Carolina $308M AUM 4.52% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Mitchell & Pahl Private Wealth Oklahoma City, Oklahoma $272M AUM 29.72% 1-Year Est. Return