Certified Advisory Corp’s TE Connectivity TEL Stock Holding History

Certified Advisory Corp’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
2023 Q4	–	Sell	-15,271	Closed	-$31.7K	–	313
2023 Q3	$31.7K	Buy	+15,271	New	+$2.04M	0.01%	258
2021 Q2	–	Sell	-78	Closed	-$10K	–	674
2021 Q1	$10K	Buy	+78	New	+$10K	﹤0.01%	596
2020 Q2	$6K	Hold	77	–	–	﹤0.01%	624
2020 Q1	$5K	Buy	77 +1	+1%	+$85	﹤0.01%	621
2019 Q4	$7K	Hold	76	–	–	﹤0.01%	631
2019 Q3	$7K	Buy	76 +1	+1%	+$92	﹤0.01%	646
2019 Q2	$7K	Hold	75	–	–	﹤0.01%	639
2019 Q1	$6K	Hold	75	–	–	﹤0.01%	617
2018 Q4	$6K	Buy	75 +1	+1%	+$77	﹤0.01%	609
2018 Q3	$7K	Hold	74	–	–	﹤0.01%	625
2018 Q2	$7K	Buy	74 +1	+1%	+$96	﹤0.01%	597
2018 Q1	$7K	Hold	73	–	–	﹤0.01%	556
2017 Q4	$6K	Buy	+73	New	+$6.72K	﹤0.01%	553

Other funds holding TEL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Certified Advisory Corp's TEL Position: Q4 2023 in Review

Certified Advisory Corp sold out of TE Connectivity (TEL) in Q4 2023, closing a stake of 15,271 shares — an estimated $31.7K sold.

Certified Advisory Corp first reported a position in TEL in Q4 2017 and held it in 13 quarters. The position peaked at $31.7K in Q3 2023. 976 funds tracked by Wall St. Rank hold TEL as of Q4 2023.

Certified Advisory Corp reported no remaining TE Connectivity position as of Q4 2023 after selling out during the quarter.
Certified Advisory Corp sold 15,271 TE Connectivity shares in Q4 2023, an estimated $31.7K.
Certified Advisory Corp first reported a position in TE Connectivity in Q4 2017 and held it in 13 quarters.
Certified Advisory Corp's TE Connectivity position peaked at $31.7K in Q3 2023.
976 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2023.

Based on Certified Advisory Corp's 13F filing for Q4 2023, filed 9 Feb 2024.