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BRWM
B. Riley Wealth Management’s
TE Connectivity
TEL
Stock Holding History
B. Riley 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
-1,370
Closed
-$221K
–
702
2021
Q4
$221K
Buy
+1,370
New
+$212K
0.02%
553
2020
Q2
–
Sell
-11,162
Closed
-$703K
–
548
2020
Q1
$703K
Sell
11,162
-2,631
-19%
-$225K
0.07%
223
2019
Q4
$1.32M
Sell
13,793
-507
-4%
-$47K
0.2%
117
2019
Q3
$1.33M
Sell
14,300
-3,912
-21%
-$360K
0.23%
100
2019
Q2
$1.74K
Sell
18,212
-62
-0.3%
-$5.59K
0.27%
76
2019
Q1
$1.48M
Sell
18,274
-393
-2%
-$31.7K
0.26%
88
2018
Q4
$1.41M
Buy
18,667
+3
+0%
+$231
0.3%
78
2018
Q3
$1.64M
Buy
+18,664
New
+$1.72M
0.4%
55
2015
Q3
–
Sell
-96
Closed
-$6K
–
679
2015
Q2
$6K
Hold
96
–
–
﹤0.01%
835
2015
Q1
$6K
Hold
96
–
–
﹤0.01%
835
2014
Q4
$6K
Sell
96
-6,597
-99%
-$397K
﹤0.01%
825
2014
Q3
$267K
Buy
6,693
+6,597
+6,872%
+$410K
0.2%
145
2014
Q2
$5K
Hold
96
–
–
﹤0.01%
943
2014
Q1
$6K
Buy
+96
New
+$5.51K
﹤0.01%
866
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.7T AUM
30.48%
1-Year Est. Return
Capital World Investors
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$733B AUM
35.63%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Dodge & Cox
San Francisco, California
$182B AUM
14.68%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
Harris Associates
Chicago, Illinois
$74.9B AUM
11.27%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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