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Provenance Wealth Advisors’s TransDigm Group TDG Stock Holding History

Provenance Wealth Advisors’s Portfolio TDG Stock Details TDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2
Closed -$2.02K – 608
2023
Q4 		$2.02K Buy
+2
New +$1.84K ﹤0.01% 454

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Provenance Wealth Advisors's TDG Position: Q1 2024 in Review

Provenance Wealth Advisors sold out of TransDigm Group (TDG) in Q1 2024, closing a stake of 2 shares — an estimated $2.02K sold.

Provenance Wealth Advisors first reported a position in TDG in Q4 2023 and held it in 1 quarter. The position peaked at $2.02K in Q4 2023. 934 funds tracked by Wall St. Rank hold TDG as of Q1 2024.

  • Provenance Wealth Advisors reported no remaining TransDigm Group position as of Q1 2024 after selling out during the quarter.
  • Provenance Wealth Advisors sold 2 TransDigm Group shares in Q1 2024, an estimated $2.02K.
  • Provenance Wealth Advisors first reported a position in TransDigm Group in Q4 2023 and held it in 1 quarter.
  • Provenance Wealth Advisors's TransDigm Group position peaked at $2.02K in Q4 2023.
  • 934 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2024.

Based on Provenance Wealth Advisors's 13F filing for Q1 2024, filed 15 Aug 2025.