Regent Peak Wealth Advisors’s TransDigm Group TDG Stock Holding History

Regent Peak 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
2021 Q1	–	Sell	-23	Closed	-$14K	–	881
2020 Q4	$14K	Buy	+23	New	+$12.6K	﹤0.01%	517

Other funds holding TDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

Regent Peak Wealth Advisors's TDG Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of TransDigm Group (TDG) in Q1 2021, closing a stake of 23 shares — an estimated $14K sold.

Regent Peak Wealth Advisors first reported a position in TDG in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 607 funds tracked by Wall St. Rank hold TDG as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining TransDigm Group position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 23 TransDigm Group shares in Q1 2021, an estimated $14K.
Regent Peak Wealth Advisors first reported a position in TransDigm Group in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's TransDigm Group position peaked at $14K in Q4 2020.
607 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.