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Cassady Schiller Wealth Management’s TE Connectivity TEL Stock Holding History

Cassady Schiller 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
Q4 		$429 Buy
+3
New +$447 ﹤0.01% 1009
2022
Q1 		– Sell
-9
Closed -$1K – 546
2021
Q4 		$1K Buy
+9
New +$1.39K ﹤0.01% 507

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

Cassady Schiller Wealth Management's TEL Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in TE Connectivity (TEL) in Q4 2024: 3 shares worth $429. The stake represents ﹤0.01% of the portfolio and ranks #1009 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in TEL as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in TEL in Q4 2021 and has held it in 2 quarters since. The position peaked at $1K in Q4 2021. 1,018 funds tracked by Wall St. Rank hold TEL as of Q4 2024.

  • Cassady Schiller Wealth Management held 3 shares of TE Connectivity worth $429 as of Q4 2024.
  • TE Connectivity was a new Cassady Schiller Wealth Management position in Q4 2024.
  • TE Connectivity made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1009 holding.
  • Cassady Schiller Wealth Management first reported a position in TE Connectivity in Q4 2021 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's TE Connectivity position peaked at $1K in Q4 2021.
  • 1,018 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.