Stratos Wealth Advisors’s TransDigm Group TDG Stock Holding History

Stratos 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
2024 Q2	–	Sell	-321	Closed	-$396K	–	759
2024 Q1	$396K	Hold	321	–	–	0.02%	503
2023 Q4	$325K	Sell	321 -29	-8%	-$26.8K	0.02%	537
2023 Q3	$296K	Buy	350 +29	+9%	+$25.4K	0.02%	533
2023 Q2	$288K	Hold	321	–	–	0.02%	513
2023 Q1	$237K	Sell	321 -7	-2%	-$5K	0.02%	547
2022 Q4	$207K	Buy	+328	New	+$193K	0.02%	543
2022 Q2	–	Sell	-352	Closed	-$229K	–	554
2022 Q1	$229K	Sell	352 -6	-2%	-$3.85K	0.02%	487
2021 Q4	$228K	Buy	+358	New	+$224K	0.02%	508

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stratos Wealth Advisors's TDG Position: Q2 2024 in Review

Stratos Wealth Advisors sold out of TransDigm Group (TDG) in Q2 2024, closing a stake of 321 shares — an estimated $396K sold.

Stratos Wealth Advisors first reported a position in TDG in Q4 2021 and held it in 8 quarters. The position peaked at $396K in Q1 2024. 1,002 funds tracked by Wall St. Rank hold TDG as of Q2 2024.

Stratos Wealth Advisors reported no remaining TransDigm Group position as of Q2 2024 after selling out during the quarter.
Stratos Wealth Advisors sold 321 TransDigm Group shares in Q2 2024, an estimated $396K.
Stratos Wealth Advisors first reported a position in TransDigm Group in Q4 2021 and held it in 8 quarters.
Stratos Wealth Advisors's TransDigm Group position peaked at $396K in Q1 2024.
1,002 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2024.

Based on Stratos Wealth Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.