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Liberty Wealth Management’s Teledyne Technologies TDY Stock Holding History

Liberty 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
2021
Q4 		– Sell
-27
Closed -$12K – 1000
2021
Q3 		$12K Buy
27
+25
+1,250% +$11K ﹤0.01% 794
2021
Q2 		$1K Buy
+2
New +$849 ﹤0.01% 1038

Other funds holding TDY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty Wealth Management's TDY Position: Q4 2021 in Review

Liberty Wealth Management sold out of Teledyne Technologies (TDY) in Q4 2021, closing a stake of 27 shares — an estimated $12K sold.

Liberty Wealth Management first reported a position in TDY in Q2 2021 and held it in 2 quarters. The position peaked at $12K in Q3 2021. 610 funds tracked by Wall St. Rank hold TDY as of Q4 2021.

  • Liberty Wealth Management reported no remaining Teledyne Technologies position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 27 Teledyne Technologies shares in Q4 2021, an estimated $12K.
  • Liberty Wealth Management first reported a position in Teledyne Technologies in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Teledyne Technologies position peaked at $12K in Q3 2021.
  • 610 funds tracked by Wall St. Rank held Teledyne Technologies as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.