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Perigon Wealth Management’s Teledyne Technologies TDY Stock Holding History

Perigon 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
2024
Q4 		– Sell
-700
Closed -$306K – 1096
2024
Q3 		$306K Buy
+700
New +$290K 0.01% 781

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Perigon Wealth Management's TDY Position: Q4 2024 in Review

Perigon Wealth Management sold out of Teledyne Technologies (TDY) in Q4 2024, closing a stake of 700 shares — an estimated $306K sold.

Perigon Wealth Management first reported a position in TDY in Q3 2024 and held it in 1 quarter. The position peaked at $306K in Q3 2024. 725 funds tracked by Wall St. Rank hold TDY as of Q4 2024.

  • Perigon Wealth Management reported no remaining Teledyne Technologies position as of Q4 2024 after selling out during the quarter.
  • Perigon Wealth Management sold 700 Teledyne Technologies shares in Q4 2024, an estimated $306K.
  • Perigon Wealth Management first reported a position in Teledyne Technologies in Q3 2024 and held it in 1 quarter.
  • Perigon Wealth Management's Teledyne Technologies position peaked at $306K in Q3 2024.
  • 725 funds tracked by Wall St. Rank held Teledyne Technologies as of Q4 2024.

Based on Perigon Wealth Management's 13F filing for Q4 2024, filed 22 Jan 2025.