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Valued Wealth Advisors’s TransDigm Group TDG Stock Holding History

Valued 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
Q4 		– Sell
-2
Closed -$2.85K – 676
2024
Q3 		$2.85K Buy
+2
New +$2.6K ﹤0.01% 340

Other funds holding TDG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valued Wealth Advisors's TDG Position: Q4 2024 in Review

Valued Wealth Advisors sold out of TransDigm Group (TDG) in Q4 2024, closing a stake of 2 shares — an estimated $2.85K sold.

Valued Wealth Advisors first reported a position in TDG in Q3 2024 and held it in 1 quarter. The position peaked at $2.85K in Q3 2024. 1,044 funds tracked by Wall St. Rank hold TDG as of Q4 2024.

  • Valued Wealth Advisors reported no remaining TransDigm Group position as of Q4 2024 after selling out during the quarter.
  • Valued Wealth Advisors sold 2 TransDigm Group shares in Q4 2024, an estimated $2.85K.
  • Valued Wealth Advisors first reported a position in TransDigm Group in Q3 2024 and held it in 1 quarter.
  • Valued Wealth Advisors's TransDigm Group position peaked at $2.85K in Q3 2024.
  • 1,044 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2024.

Based on Valued Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.