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SOA Wealth Advisors’s Teledyne Technologies TDY Stock Holding History

SOA 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
2022
Q4 		– Sell
-1
Closed – – 1010
2022
Q3 		$0 Sell
1
-1
-50% -$382 ﹤0.01% 989
2022
Q2 		$0 Sell
2
-5
-71% -$2.08K ﹤0.01% 1023
2022
Q1 		$3K Hold
7
– – ﹤0.01% 772
2021
Q4 		$3K Hold
7
– – ﹤0.01% 749
2021
Q3 		$3K Hold
7
– – ﹤0.01% 767
2021
Q2 		$2K Sell
7
-14
-67% -$5.95K ﹤0.01% 787
2021
Q1 		$8K Sell
21
-45
-68% -$17.4K ﹤0.01% 555
2020
Q4 		$25K Buy
+66
New +$23.7K 0.01% 366

Other funds holding TDY

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SOA Wealth Advisors's TDY Position: Q4 2022 in Review

SOA Wealth Advisors sold out of Teledyne Technologies (TDY) in Q4 2022, closing a stake of 1 share.

SOA Wealth Advisors first reported a position in TDY in Q4 2020 and held it in 8 quarters. The position peaked at $25K in Q4 2020. 594 funds tracked by Wall St. Rank hold TDY as of Q4 2022.

  • SOA Wealth Advisors reported no remaining Teledyne Technologies position as of Q4 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 1 Teledyne Technologies share in Q4 2022.
  • SOA Wealth Advisors first reported a position in Teledyne Technologies in Q4 2020 and held it in 8 quarters.
  • SOA Wealth Advisors's Teledyne Technologies position peaked at $25K in Q4 2020.
  • 594 funds tracked by Wall St. Rank held Teledyne Technologies as of Q4 2022.

Based on SOA Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.