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Concord Wealth Partners’s Teleflex TFX Stock Holding History

Concord Wealth Partners’s Portfolio TFX Stock Details TFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3
Closed -$589 – 1012
2023
Q3 		$589 Hold
3
– – ﹤0.01% 976
2023
Q2 		$726 Hold
3
– – ﹤0.01% 970
2023
Q1 		$760 Hold
3
– – ﹤0.01% 919
2022
Q4 		$749 Buy
+3
New +$662 ﹤0.01% 1125
2022
Q3 		– Sell
-3
Closed -$1K – 1043
2022
Q2 		$1K Hold
3
– – ﹤0.01% 1198
2022
Q1 		$1K Hold
3
– – ﹤0.01% 1250
2021
Q4 		$1K Hold
3
– – ﹤0.01% 1264
2021
Q3 		$1K Hold
3
– – ﹤0.01% 868
2021
Q2 		$1K Hold
3
– – ﹤0.01% 1011
2021
Q1 		$1K Buy
+3
New +$1.2K ﹤0.01% 960

Other funds holding TFX

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Concord Wealth Partners's TFX Position: Q4 2023 in Review

Concord Wealth Partners sold out of Teleflex (TFX) in Q4 2023, closing a stake of 3 shares — an estimated $589 sold.

Concord Wealth Partners first reported a position in TFX in Q1 2021 and held it in 10 quarters. The position peaked at $1K in Q2 2022. 476 funds tracked by Wall St. Rank hold TFX as of Q4 2023.

  • Concord Wealth Partners reported no remaining Teleflex position as of Q4 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 3 Teleflex shares in Q4 2023, an estimated $589.
  • Concord Wealth Partners first reported a position in Teleflex in Q1 2021 and held it in 10 quarters.
  • Concord Wealth Partners's Teleflex position peaked at $1K in Q2 2022.
  • 476 funds tracked by Wall St. Rank held Teleflex as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.