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Confluence Wealth Services’s Teleflex TFX Stock Holding History

Confluence Wealth Services’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
2025
Q1 		– Sell
-1,410
Closed -$255K – 357
2024
Q4 		$255K Buy
1,410
+400
+40% +$82.1K 0.02% 293
2024
Q3 		$250K Hold
1,010
– – 0.02% 306
2024
Q2 		$212K Buy
+1,010
New +$212K 0.02% 350
2022
Q3 		– Sell
-1,658
Closed -$420K – 266
2022
Q2 		$420K Hold
1,658
– – 0.18% 172
2022
Q1 		$588K Hold
1,658
– – 0.21% 125
2021
Q4 		$544K Buy
+1,658
New +$564K 0.18% 132

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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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Confluence Wealth Services's TFX Position: Q1 2025 in Review

Confluence Wealth Services sold out of Teleflex (TFX) in Q1 2025, closing a stake of 1,410 shares — an estimated $255K sold.

Confluence Wealth Services first reported a position in TFX in Q4 2021 and held it in 6 quarters. The position peaked at $588K in Q1 2022. 423 funds tracked by Wall St. Rank hold TFX as of Q1 2025.

  • Confluence Wealth Services reported no remaining Teleflex position as of Q1 2025 after selling out during the quarter.
  • Confluence Wealth Services sold 1,410 Teleflex shares in Q1 2025, an estimated $255K.
  • Confluence Wealth Services first reported a position in Teleflex in Q4 2021 and held it in 6 quarters.
  • Confluence Wealth Services's Teleflex position peaked at $588K in Q1 2022.
  • 423 funds tracked by Wall St. Rank held Teleflex as of Q1 2025.

Based on Confluence Wealth Services's 13F filing for Q1 2025, filed 24 Apr 2025.