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1858 Wealth Management’s TE Connectivity TEL Stock Holding History

1858 Wealth Management’s Portfolio TEL Stock Details TEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,468
Closed -$206K – 143
2024
Q1 		$206K Hold
1,468
– – 0.2% 116
2023
Q4 		$206K Buy
+1,468
New +$189K 0.2% 116

Other funds holding TEL

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

1858 Wealth Management's TEL Position: Q2 2024 in Review

1858 Wealth Management sold out of TE Connectivity (TEL) in Q2 2024, closing a stake of 1,468 shares — an estimated $206K sold.

1858 Wealth Management first reported a position in TEL in Q4 2023 and held it in 2 quarters. The position peaked at $206K in Q1 2024. 1,000 funds tracked by Wall St. Rank hold TEL as of Q2 2024.

  • 1858 Wealth Management reported no remaining TE Connectivity position as of Q2 2024 after selling out during the quarter.
  • 1858 Wealth Management sold 1,468 TE Connectivity shares in Q2 2024, an estimated $206K.
  • 1858 Wealth Management first reported a position in TE Connectivity in Q4 2023 and held it in 2 quarters.
  • 1858 Wealth Management's TE Connectivity position peaked at $206K in Q1 2024.
  • 1,000 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2024.

Based on 1858 Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.