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TWA
TCI Wealth Advisors’s
Teledyne Technologies
TDY
Stock Holding History
TCI 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
2023
Q2
–
Sell
-74
Closed
-$33.1K
–
2023
2023
Q1
$33.1K
Buy
74
+52
+236%
+$22K
﹤0.01%
538
2022
Q4
$8.8K
Sell
22
-3
-12%
-$1.17K
﹤0.01%
1155
2022
Q3
$8K
Buy
25
+1
+4%
+$382
﹤0.01%
1191
2022
Q2
$9K
Sell
24
-5
-17%
-$2.08K
﹤0.01%
1110
2022
Q1
$14K
Hold
29
–
–
﹤0.01%
900
2021
Q4
$13K
Hold
29
–
–
﹤0.01%
987
2021
Q3
$12K
Sell
29
-7
-19%
-$3.09K
﹤0.01%
996
2021
Q2
$15K
Hold
36
–
–
﹤0.01%
729
2021
Q1
$15K
Hold
36
–
–
0.01%
667
2020
Q4
$14K
Sell
36
-4
-10%
-$1.44K
0.01%
572
2020
Q3
$12K
Buy
40
+18
+82%
+$5.68K
﹤0.01%
548
2020
Q2
$7K
Hold
22
–
–
﹤0.01%
670
2020
Q1
$7K
Sell
22
-19
-46%
-$6.53K
﹤0.01%
651
2019
Q4
$14K
Buy
41
+17
+71%
+$5.71K
0.01%
637
2019
Q3
$8K
Buy
24
+5
+26%
+$1.49K
﹤0.01%
704
2019
Q2
$5K
Buy
19
+3
+19%
+$748
﹤0.01%
787
2019
Q1
$4K
Hold
16
–
–
﹤0.01%
869
2018
Q4
$3K
Hold
16
–
–
﹤0.01%
923
2018
Q3
$4K
Sell
16
-26
-62%
-$5.93K
﹤0.01%
858
2018
Q2
$8K
Buy
+42
New
+$8.29K
﹤0.01%
689
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1-Year Est. Return
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$865B AUM
30.76%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
Select Equity Group
New York
$18.8B AUM
17.33%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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