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Wealth Alliance’s TransDigm Group TDG Stock Holding History

Wealth Alliance’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
-161
Closed -$230K – 540
2024
Q3 		$230K Sell
161
-9
-5% -$11.7K 0.03% 467
2024
Q2 		$218K Sell
170
-8
-4% -$10.3K 0.03% 463
2024
Q1 		$220K Sell
178
-31
-15% -$34.9K 0.03% 472
2023
Q4 		$211K Buy
+209
New +$193K 0.03% 475

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

Wealth Alliance's TDG Position: Q4 2024 in Review

Wealth Alliance sold out of TransDigm Group (TDG) in Q4 2024, closing a stake of 161 shares — an estimated $230K sold.

Wealth Alliance first reported a position in TDG in Q4 2023 and held it in 4 quarters. The position peaked at $230K in Q3 2024. 1,044 funds tracked by Wall St. Rank hold TDG as of Q4 2024.

  • Wealth Alliance reported no remaining TransDigm Group position as of Q4 2024 after selling out during the quarter.
  • Wealth Alliance sold 161 TransDigm Group shares in Q4 2024, an estimated $230K.
  • Wealth Alliance first reported a position in TransDigm Group in Q4 2023 and held it in 4 quarters.
  • Wealth Alliance's TransDigm Group position peaked at $230K in Q3 2024.
  • 1,044 funds tracked by Wall St. Rank held TransDigm Group as of Q4 2024.

Based on Wealth Alliance's 13F filing for Q4 2024, filed 3 Feb 2025.