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SYSTM Wealth Solutions’s Teledyne Technologies TDY Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-22
Closed -$8.54K – 571
2024
Q2 		$8.54K Sell
22
-87
-80% -$34.5K ﹤0.01% 508
2024
Q1 		$46.8K Sell
109
-79
-42% -$33.9K 0.01% 590
2023
Q4 		$83.9K Buy
+188
New +$75.5K 0.01% 483
2023
Q1 		– Sell
-588
Closed -$235K – 523
2022
Q4 		$235K Buy
+588
New +$229K 0.03% 470

Other funds holding TDY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SYSTM Wealth Solutions's TDY Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Teledyne Technologies (TDY) in Q3 2024, closing a stake of 22 shares — an estimated $8.54K sold.

SYSTM Wealth Solutions first reported a position in TDY in Q4 2022 and held it in 4 quarters. The position peaked at $235K in Q4 2022. 666 funds tracked by Wall St. Rank hold TDY as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Teledyne Technologies position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 22 Teledyne Technologies shares in Q3 2024, an estimated $8.54K.
  • SYSTM Wealth Solutions first reported a position in Teledyne Technologies in Q4 2022 and held it in 4 quarters.
  • SYSTM Wealth Solutions's Teledyne Technologies position peaked at $235K in Q4 2022.
  • 666 funds tracked by Wall St. Rank held Teledyne Technologies as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.