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Centricity Wealth Management’s TE Connectivity TEL Stock Holding History

Centricity 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
2025
Q1 		– Sell
-157
Closed -$22.4K – 459
2024
Q4 		$22.4K Buy
+157
New +$23.4K 0.02% 240

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Centricity Wealth Management's TEL Position: Q1 2025 in Review

Centricity Wealth Management sold out of TE Connectivity (TEL) in Q1 2025, closing a stake of 157 shares — an estimated $22.4K sold.

Centricity Wealth Management first reported a position in TEL in Q4 2024 and held it in 1 quarter. The position peaked at $22.4K in Q4 2024. 1,017 funds tracked by Wall St. Rank hold TEL as of Q1 2025.

  • Centricity Wealth Management reported no remaining TE Connectivity position as of Q1 2025 after selling out during the quarter.
  • Centricity Wealth Management sold 157 TE Connectivity shares in Q1 2025, an estimated $22.4K.
  • Centricity Wealth Management first reported a position in TE Connectivity in Q4 2024 and held it in 1 quarter.
  • Centricity Wealth Management's TE Connectivity position peaked at $22.4K in Q4 2024.
  • 1,017 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2025.

Based on Centricity Wealth Management's 13F filing for Q1 2025, filed 14 Apr 2025.