CFM Wealth Partners’s TE Connectivity TEL Stock Holding History

CFM Wealth Partners’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 Q1	–	Sell	-2,075	Closed	-$292K	–	160
2023 Q4	$292K	Buy	+2,075	New	+$267K	0.07%	136
2023 Q3	–	Sell	-2,075	Closed	-$291K	–	160
2023 Q2	$291K	Hold	2,075	–	–	0.07%	139
2023 Q1	$272K	Buy	+2,075	New	+$263K	0.07%	137
2022 Q4	–	Sell	-2,075	Closed	-$229K	–	164
2022 Q3	$229K	Hold	2,075	–	–	0.07%	142
2022 Q2	$235K	Hold	2,075	–	–	0.07%	150
2022 Q1	$272K	Hold	2,075	–	–	0.07%	154
2021 Q4	$334K	Hold	2,075	–	–	0.07%	139
2021 Q3	$284K	Hold	2,075	–	–	0.07%	150
2021 Q2	$281K	Hold	2,075	–	–	0.07%	138
2021 Q1	$268K	Hold	2,075	–	–	0.08%	136
2020 Q4	$251K	Hold	2,075	–	–	0.08%	136
2020 Q3	$202K	Sell	2,075 -39	-2%	-$3.59K	0.07%	143
2020 Q2	$172K	Sell	2,114 -3	-0.1%	-$226	0.07%	162
2020 Q1	$133K	Buy	+2,117	New	+$181K	0.06%	167

Other funds holding TEL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

CFM Wealth Partners's TEL Position: Q1 2024 in Review

CFM Wealth Partners sold out of TE Connectivity (TEL) in Q1 2024, closing a stake of 2,075 shares — an estimated $292K sold.

CFM Wealth Partners first reported a position in TEL in Q1 2020 and held it in 14 quarters. The position peaked at $334K in Q4 2021. 988 funds tracked by Wall St. Rank hold TEL as of Q1 2024.

CFM Wealth Partners reported no remaining TE Connectivity position as of Q1 2024 after selling out during the quarter.
CFM Wealth Partners sold 2,075 TE Connectivity shares in Q1 2024, an estimated $292K.
CFM Wealth Partners first reported a position in TE Connectivity in Q1 2020 and held it in 14 quarters.
CFM Wealth Partners's TE Connectivity position peaked at $334K in Q4 2021.
988 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2024.

Based on CFM Wealth Partners's 13F filing for Q1 2024, filed 15 Apr 2024.