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BKM Wealth Management’s TE Connectivity TEL Stock Holding History

BKM 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
-335
Closed -$48.7K – 193
2024
Q1 		$48.7K Sell
335
-5
-1% -$701 0.02% 190
2023
Q4 		$47.8K Buy
+340
New +$43.7K 0.02% 262

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

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

BKM Wealth Management sold out of TE Connectivity (TEL) in Q2 2024, closing a stake of 335 shares — an estimated $48.7K sold.

BKM Wealth Management first reported a position in TEL in Q4 2023 and held it in 2 quarters. The position peaked at $48.7K in Q1 2024. 1,000 funds tracked by Wall St. Rank hold TEL as of Q2 2024.

  • BKM Wealth Management reported no remaining TE Connectivity position as of Q2 2024 after selling out during the quarter.
  • BKM Wealth Management sold 335 TE Connectivity shares in Q2 2024, an estimated $48.7K.
  • BKM Wealth Management first reported a position in TE Connectivity in Q4 2023 and held it in 2 quarters.
  • BKM Wealth Management's TE Connectivity position peaked at $48.7K in Q1 2024.
  • 1,000 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2024.

Based on BKM Wealth Management's 13F filing for Q2 2024, filed 24 Jul 2024.