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Lake Point Wealth Management’s Teledyne Technologies TDY Stock Holding History

Lake Point Wealth Management’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
2020
Q1 		$1K Hold
5
– – ﹤0.01% 354
2019
Q4 		$2K Buy
+5
New +$1.68K ﹤0.01% 513

Other funds holding TDY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Lake Point Wealth Management's TDY Position: Q1 2020 in Review

Lake Point Wealth Management held its Teledyne Technologies (TDY) position steady in Q1 2020 at 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #354.

Lake Point Wealth Management first reported a position in TDY in Q4 2019 and has held it in 2 quarters since. The position peaked at $2K in Q4 2019. 432 funds tracked by Wall St. Rank hold TDY as of Q1 2020.

  • Lake Point Wealth Management held 5 shares of Teledyne Technologies worth $1K as of Q1 2020.
  • Lake Point Wealth Management left its Teledyne Technologies share count unchanged in Q1 2020.
  • Teledyne Technologies made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #354 holding.
  • Lake Point Wealth Management first reported a position in Teledyne Technologies in Q4 2019 and has held it in 2 quarters since.
  • Lake Point Wealth Management's Teledyne Technologies position peaked at $2K in Q4 2019.
  • 432 funds tracked by Wall St. Rank held Teledyne Technologies as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.