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National Wealth Management Group’s Taylor Devices TAYD Stock Holding History

National Wealth Management Group’s Portfolio TAYD Stock Details TAYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,746
Closed -$586K – 173
2024
Q3 		$586K Hold
11,746
– – 0.4% 57
2024
Q2 		$528K Sell
11,746
-110
-0.9% -$5.33K 0.4% 58
2024
Q1 		$590K Buy
+11,856
New +$414K 0.46% 52

Other funds holding TAYD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

National Wealth Management Group's TAYD Position: Q4 2024 in Review

National Wealth Management Group sold out of Taylor Devices (TAYD) in Q4 2024, closing a stake of 11,746 shares — an estimated $586K sold.

National Wealth Management Group first reported a position in TAYD in Q1 2024 and held it in 3 quarters. The position peaked at $590K in Q1 2024. 53 funds tracked by Wall St. Rank hold TAYD as of Q4 2024.

  • National Wealth Management Group reported no remaining Taylor Devices position as of Q4 2024 after selling out during the quarter.
  • National Wealth Management Group sold 11,746 Taylor Devices shares in Q4 2024, an estimated $586K.
  • National Wealth Management Group first reported a position in Taylor Devices in Q1 2024 and held it in 3 quarters.
  • National Wealth Management Group's Taylor Devices position peaked at $590K in Q1 2024.
  • 53 funds tracked by Wall St. Rank held Taylor Devices as of Q4 2024.

Based on National Wealth Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.