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Capital Performance Advisors’s TE Connectivity TEL Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-136
Closed -$20.5K – 2420
2024
Q3 		$20.5K Buy
+136
New +$20.4K 0.01% 599

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Performance Advisors's TEL Position: Q4 2024 in Review

Capital Performance Advisors sold out of TE Connectivity (TEL) in Q4 2024, closing a stake of 136 shares — an estimated $20.5K sold.

Capital Performance Advisors first reported a position in TEL in Q3 2024 and held it in 1 quarter. The position peaked at $20.5K in Q3 2024. 1,018 funds tracked by Wall St. Rank hold TEL as of Q4 2024.

  • Capital Performance Advisors reported no remaining TE Connectivity position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 136 TE Connectivity shares in Q4 2024, an estimated $20.5K.
  • Capital Performance Advisors first reported a position in TE Connectivity in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's TE Connectivity position peaked at $20.5K in Q3 2024.
  • 1,018 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.