9WM
TEL icon

9258 Wealth Management’s TE Connectivity TEL Stock Holding History

9258 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
2022
Q1 		– Sell
-1,968
Closed -$318K – 384
2021
Q4 		$318K Buy
1,968
+121
+7% +$18.7K 0.07% 273
2021
Q3 		$254K Buy
1,847
+36
+2% +$5.2K 0.07% 290
2021
Q2 		$245K Buy
+1,811
New +$243K 0.07% 296

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

9258 Wealth Management's TEL Position: Q1 2022 in Review

9258 Wealth Management sold out of TE Connectivity (TEL) in Q1 2022, closing a stake of 1,968 shares — an estimated $318K sold.

9258 Wealth Management first reported a position in TEL in Q2 2021 and held it in 3 quarters. The position peaked at $318K in Q4 2021. 874 funds tracked by Wall St. Rank hold TEL as of Q1 2022.

  • 9258 Wealth Management reported no remaining TE Connectivity position as of Q1 2022 after selling out during the quarter.
  • 9258 Wealth Management sold 1,968 TE Connectivity shares in Q1 2022, an estimated $318K.
  • 9258 Wealth Management first reported a position in TE Connectivity in Q2 2021 and held it in 3 quarters.
  • 9258 Wealth Management's TE Connectivity position peaked at $318K in Q4 2021.
  • 874 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2022.

Based on 9258 Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.