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Wealthspire Advisors (Maryland)’s Teledyne Technologies TDY Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-139
Closed -$33K – 1854
2019
Q1 		$33K Sell
139
-42
-23% -$9.51K ﹤0.01% 1072
2018
Q4 		$37K Sell
181
-11
-6% -$2.41K ﹤0.01% 979
2018
Q3 		$47K Sell
192
-41
-18% -$9.35K ﹤0.01% 996
2018
Q2 		$46K Sell
233
-36
-13% -$7.11K ﹤0.01% 1007
2018
Q1 		$50K Sell
269
-51
-16% -$9.64K ﹤0.01% 984
2017
Q4 		$58K Sell
320
-13
-4% -$2.28K 0.01% 943
2017
Q3 		$53K Buy
333
+40
+14% +$5.81K 0.01% 960
2017
Q2 		$37K Buy
293
+19
+7% +$2.46K ﹤0.01% 1052
2017
Q1 		$35K Buy
274
+85
+45% +$10.8K 0.01% 914
2016
Q4 		$23K Sell
189
-51
-21% -$5.9K ﹤0.01% 981
2016
Q3 		$26K Buy
240
+47
+24% +$4.96K ﹤0.01% 989
2016
Q2 		$19K Buy
193
+18
+10% +$1.7K ﹤0.01% 1011
2016
Q1 		$15K Buy
175
+57
+48% +$4.74K ﹤0.01% 1080
2015
Q4 		$10K Buy
+118
New +$10.5K ﹤0.01% 1201

Other funds holding TDY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s TDY Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Teledyne Technologies (TDY) in Q2 2019, closing a stake of 139 shares — an estimated $33K sold.

Wealthspire Advisors (Maryland) first reported a position in TDY in Q4 2015 and held it in 14 quarters. The position peaked at $58K in Q4 2017. 353 funds tracked by Wall St. Rank hold TDY as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Teledyne Technologies position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 139 Teledyne Technologies shares in Q2 2019, an estimated $33K.
  • Wealthspire Advisors (Maryland) first reported a position in Teledyne Technologies in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Teledyne Technologies position peaked at $58K in Q4 2017.
  • 353 funds tracked by Wall St. Rank held Teledyne Technologies as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.