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WealthPLAN Partners’s TransDigm Group TDG Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-4
Closed -$3.58K – 1073
2023
Q2 		$3.58K Hold
4
– – ﹤0.01% 969
2023
Q1 		$2.95K Buy
+4
New +$2.86K ﹤0.01% 1080

Other funds holding TDG

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AP
Altarock Partners West Palm Beach, Florida $4.24B AUM 4.82% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

WealthPLAN Partners's TDG Position: Q3 2023 in Review

WealthPLAN Partners sold out of TransDigm Group (TDG) in Q3 2023, closing a stake of 4 shares — an estimated $3.58K sold.

WealthPLAN Partners first reported a position in TDG in Q1 2023 and held it in 2 quarters. The position peaked at $3.58K in Q2 2023. 766 funds tracked by Wall St. Rank hold TDG as of Q3 2023.

  • WealthPLAN Partners reported no remaining TransDigm Group position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 4 TransDigm Group shares in Q3 2023, an estimated $3.58K.
  • WealthPLAN Partners first reported a position in TransDigm Group in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's TransDigm Group position peaked at $3.58K in Q2 2023.
  • 766 funds tracked by Wall St. Rank held TransDigm Group as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.