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Wealthcare Capital Management’s TransDigm Group TDG Stock Holding History

Wealthcare Capital Management’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
2021
Q2 		– Sell
-12
Closed -$7K – 594
2021
Q1 		$7K Buy
+12
New +$7.07K ﹤0.01% 329
2020
Q1 		– Sell
-6
Closed -$3K – 595
2019
Q4 		$3K Buy
+6
New +$3.28K ﹤0.01% 369

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
AP
Altarock Partners West Palm Beach, Florida $4.13B AUM 0.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthcare Capital Management's TDG Position: Q2 2021 in Review

Wealthcare Capital Management sold out of TransDigm Group (TDG) in Q2 2021, closing a stake of 12 shares — an estimated $7K sold.

Wealthcare Capital Management first reported a position in TDG in Q4 2019 and held it in 2 quarters. The position peaked at $7K in Q1 2021. 611 funds tracked by Wall St. Rank hold TDG as of Q2 2021.

  • Wealthcare Capital Management reported no remaining TransDigm Group position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 12 TransDigm Group shares in Q2 2021, an estimated $7K.
  • Wealthcare Capital Management first reported a position in TransDigm Group in Q4 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's TransDigm Group position peaked at $7K in Q1 2021.
  • 611 funds tracked by Wall St. Rank held TransDigm Group as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.