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Motive Wealth Advisors’s Teledyne Technologies TDY Stock Holding History

Motive 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
2022
Q3 		– Sell
-2,455
Closed -$921K – 81
2022
Q2 		$921K Buy
2,455
+11
+0.5% +$4.59K 0.73% 29
2022
Q1 		$1.16M Sell
2,444
-35
-1% -$15.1K 0.79% 31
2021
Q4 		$1.08M Buy
2,479
+268
+12% +$117K 0.65% 33
2021
Q3 		$950K Buy
2,211
+603
+38% +$266K 0.64% 32
2021
Q2 		$673K Buy
+1,608
New +$683K 0.48% 48

Other funds holding TDY

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Motive Wealth Advisors's TDY Position: Q3 2022 in Review

Motive Wealth Advisors sold out of Teledyne Technologies (TDY) in Q3 2022, closing a stake of 2,455 shares — an estimated $921K sold.

Motive Wealth Advisors first reported a position in TDY in Q2 2021 and held it in 5 quarters. The position peaked at $1.16M in Q1 2022. 563 funds tracked by Wall St. Rank hold TDY as of Q3 2022.

  • Motive Wealth Advisors reported no remaining Teledyne Technologies position as of Q3 2022 after selling out during the quarter.
  • Motive Wealth Advisors sold 2,455 Teledyne Technologies shares in Q3 2022, an estimated $921K.
  • Motive Wealth Advisors first reported a position in Teledyne Technologies in Q2 2021 and held it in 5 quarters.
  • Motive Wealth Advisors's Teledyne Technologies position peaked at $1.16M in Q1 2022.
  • 563 funds tracked by Wall St. Rank held Teledyne Technologies as of Q3 2022.

Based on Motive Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.