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WR Wealth Planners’s Teledyne Technologies TDY Stock Holding History

WR Wealth Planners’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
2024
Q4 		$17.2K Hold
37
– – 0.01% 503
2024
Q3 		$16.2K Buy
37
+7
+23% +$2.9K ﹤0.01% 547
2024
Q2 		$11.6K Buy
30
+2
+7% +$792 ﹤0.01% 564
2024
Q1 		$12K Buy
+28
New +$12K ﹤0.01% 563
2023
Q4 		– Sell
-24
Closed -$9.81K – 785
2023
Q3 		$9.81K Hold
24
– – ﹤0.01% 568
2023
Q2 		$9.87K Buy
24
+1
+4% +$412 ﹤0.01% 582
2023
Q1 		$10.3K Buy
+23
New +$9.74K ﹤0.01% 550

Other funds holding TDY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WR Wealth Planners's TDY Position: Q4 2024 in Review

WR Wealth Planners held its Teledyne Technologies (TDY) position steady in Q4 2024 at 37 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #503.

WR Wealth Planners first reported a position in TDY in Q1 2023 and has held it in 7 quarters since. 725 funds tracked by Wall St. Rank hold TDY as of Q4 2024.

  • WR Wealth Planners held 37 shares of Teledyne Technologies worth $17.2K as of Q4 2024.
  • WR Wealth Planners left its Teledyne Technologies share count unchanged in Q4 2024.
  • Teledyne Technologies made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #503 holding.
  • WR Wealth Planners first reported a position in Teledyne Technologies in Q1 2023 and has held it in 7 quarters since.
  • 725 funds tracked by Wall St. Rank held Teledyne Technologies as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.