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One Wealth Management Investment & Advisory Services’s Teledyne Technologies TDY Stock Holding History

One Wealth Management Investment & Advisory Services’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
2024
Q3 		– Sell
-521
Closed -$202K – 123
2024
Q2 		$202K Buy
521
+42
+9% +$16.6K 0.08% 129
2024
Q1 		$206K Buy
+479
New +$205K 0.08% 128

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's TDY Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Teledyne Technologies (TDY) in Q3 2024, closing a stake of 521 shares — an estimated $202K sold.

One Wealth Management Investment & Advisory Services first reported a position in TDY in Q1 2024 and held it in 2 quarters. The position peaked at $206K in Q1 2024. 667 funds tracked by Wall St. Rank hold TDY as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Teledyne Technologies position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 521 Teledyne Technologies shares in Q3 2024, an estimated $202K.
  • One Wealth Management Investment & Advisory Services first reported a position in Teledyne Technologies in Q1 2024 and held it in 2 quarters.
  • One Wealth Management Investment & Advisory Services's Teledyne Technologies position peaked at $206K in Q1 2024.
  • 667 funds tracked by Wall St. Rank held Teledyne Technologies as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.