Regal Investment Advisors’s TransDigm Group TDG Stock Holding History

Regal Investment 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
2023 Q1	–	Sell	-574	Closed	-$361K	–	556
2022 Q4	$361K	Sell	574 -5	-0.9%	-$2.95K	0.04%	342
2022 Q3	$304K	Buy	579 +6	+1%	+$3.58K	0.03%	365
2022 Q2	$307K	Sell	573 -3	-0.5%	-$1.77K	0.03%	370
2022 Q1	$375K	Sell	576 -938	-62%	-$603K	0.03%	359
2021 Q4	$963K	Sell	1,514 -290	-16%	-$182K	0.09%	249
2021 Q3	$1.13M	Sell	1,804 -69	-4%	-$43.1K	0.11%	204
2021 Q2	$1.21M	Buy	+1,873	New	+$1.17M	0.12%	176
2021 Q1	–	Sell	-1,103	Closed	-$682K	–	382
2020 Q4	$682K	Buy	+1,103	New	+$607K	0.08%	233
2020 Q3	–	Sell	-482	Closed	-$213K	–	255
2020 Q2	$213K	Buy	+482	New	+$182K	0.04%	301

Other funds holding TDG

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Altarock Partners West Palm Beach, Florida $4.24B AUM 4.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Regal Investment Advisors's TDG Position: Q1 2023 in Review

Regal Investment Advisors sold out of TransDigm Group (TDG) in Q1 2023, closing a stake of 574 shares — an estimated $361K sold.

Regal Investment Advisors first reported a position in TDG in Q2 2020 and held it in 9 quarters. The position peaked at $1.21M in Q2 2021. 718 funds tracked by Wall St. Rank hold TDG as of Q1 2023.

Regal Investment Advisors reported no remaining TransDigm Group position as of Q1 2023 after selling out during the quarter.
Regal Investment Advisors sold 574 TransDigm Group shares in Q1 2023, an estimated $361K.
Regal Investment Advisors first reported a position in TransDigm Group in Q2 2020 and held it in 9 quarters.
Regal Investment Advisors's TransDigm Group position peaked at $1.21M in Q2 2021.
718 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2023.

Based on Regal Investment Advisors's 13F filing for Q1 2023, filed 11 May 2023.