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U.S. Capital Wealth Advisors’s Teledyne Technologies TDY Stock Holding History

U.S. Capital 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
Q1 		– Sell
-270
Closed -$108K – 1431
2022
Q4 		$108K Buy
+270
New +$105K 0.01% 728

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

U.S. Capital Wealth Advisors's TDY Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Teledyne Technologies (TDY) in Q1 2023, closing a stake of 270 shares — an estimated $108K sold.

U.S. Capital Wealth Advisors first reported a position in TDY in Q4 2022 and held it in 1 quarter. The position peaked at $108K in Q4 2022. 601 funds tracked by Wall St. Rank hold TDY as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Teledyne Technologies position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 270 Teledyne Technologies shares in Q1 2023, an estimated $108K.
  • U.S. Capital Wealth Advisors first reported a position in Teledyne Technologies in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Teledyne Technologies position peaked at $108K in Q4 2022.
  • 601 funds tracked by Wall St. Rank held Teledyne Technologies as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.