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Ropes Wealth Advisors’s TransDigm Group TDG Stock Holding History

Ropes 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
-1
Closed -$1K – 726
2020
Q4 		$1K Buy
+1
New +$550 ﹤0.01% 778

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
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
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Fidelity Investments
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

Ropes Wealth Advisors's TDG Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of TransDigm Group (TDG) in Q1 2021, closing a stake of 1 share — an estimated $1K sold.

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

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

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.