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Connectus Wealth’s TE Connectivity TEL Stock Holding History

Connectus Wealth’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
-9,115
Closed -$1.28M – 498
2023
Q4 		$1.28M Buy
9,115
+199
+2% +$25.6K 0.03% 308
2023
Q3 		$1.1M Buy
+8,916
New +$1.19M 0.02% 307
2022
Q1 		– Sell
-4,723
Closed -$763K – 410
2021
Q4 		$763K Buy
+4,723
New +$730K 0.03% 239

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Connectus Wealth's TEL Position: Q1 2024 in Review

Connectus Wealth sold out of TE Connectivity (TEL) in Q1 2024, closing a stake of 9,115 shares — an estimated $1.28M sold.

Connectus Wealth first reported a position in TEL in Q4 2021 and held it in 3 quarters. The position peaked at $1.28M in Q4 2023. 988 funds tracked by Wall St. Rank hold TEL as of Q1 2024.

  • Connectus Wealth reported no remaining TE Connectivity position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 9,115 TE Connectivity shares in Q1 2024, an estimated $1.28M.
  • Connectus Wealth first reported a position in TE Connectivity in Q4 2021 and held it in 3 quarters.
  • Connectus Wealth's TE Connectivity position peaked at $1.28M in Q4 2023.
  • 988 funds tracked by Wall St. Rank held TE Connectivity as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.