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Regent Peak Wealth Advisors’s Teledyne Technologies TDY Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-71
Closed -$28K – 884
2020
Q4 		$28K Buy
+71
New +$25.5K 0.01% 401

Other funds holding TDY

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

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

Regent Peak Wealth Advisors sold out of Teledyne Technologies (TDY) in Q1 2021, closing a stake of 71 shares — an estimated $28K sold.

Regent Peak Wealth Advisors first reported a position in TDY in Q4 2020 and held it in 1 quarter. The position peaked at $28K in Q4 2020. 487 funds tracked by Wall St. Rank hold TDY as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Teledyne Technologies position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 71 Teledyne Technologies shares in Q1 2021, an estimated $28K.
  • Regent Peak Wealth Advisors first reported a position in Teledyne Technologies in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Teledyne Technologies position peaked at $28K in Q4 2020.
  • 487 funds tracked by Wall St. Rank held Teledyne Technologies as of Q1 2021.

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