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Provenance Wealth Advisors’s Teledyne Technologies TDY Stock Holding History

Provenance 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
2024
Q1 		– Sell
-5
Closed -$2.23K – 610
2023
Q4 		$2.23K Buy
+5
New +$2.01K ﹤0.01% 439

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 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

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

Provenance Wealth Advisors sold out of Teledyne Technologies (TDY) in Q1 2024, closing a stake of 5 shares — an estimated $2.23K sold.

Provenance Wealth Advisors first reported a position in TDY in Q4 2023 and held it in 1 quarter. The position peaked at $2.23K in Q4 2023. 658 funds tracked by Wall St. Rank hold TDY as of Q1 2024.

  • Provenance Wealth Advisors reported no remaining Teledyne Technologies position as of Q1 2024 after selling out during the quarter.
  • Provenance Wealth Advisors sold 5 Teledyne Technologies shares in Q1 2024, an estimated $2.23K.
  • Provenance Wealth Advisors first reported a position in Teledyne Technologies in Q4 2023 and held it in 1 quarter.
  • Provenance Wealth Advisors's Teledyne Technologies position peaked at $2.23K in Q4 2023.
  • 658 funds tracked by Wall St. Rank held Teledyne Technologies as of Q1 2024.

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