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Cornerstone Wealth Management’s TE Connectivity TEL Stock Holding History

Cornerstone Wealth Management’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
-3,285
Closed -$406K – 566
2023
Q3 		$406K Buy
+3,285
New +$439K 0.04% 354
2022
Q1 		– Sell
-2,175
Closed -$355K – 524
2021
Q4 		$355K Buy
+2,175
New +$336K 0.03% 355

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cornerstone Wealth Management's TEL Position: Q4 2023 in Review

Cornerstone Wealth Management sold out of TE Connectivity (TEL) in Q4 2023, closing a stake of 3,285 shares — an estimated $406K sold.

Cornerstone Wealth Management first reported a position in TEL in Q4 2021 and held it in 2 quarters. The position peaked at $406K in Q3 2023. 976 funds tracked by Wall St. Rank hold TEL as of Q4 2023.

  • Cornerstone Wealth Management reported no remaining TE Connectivity position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Wealth Management sold 3,285 TE Connectivity shares in Q4 2023, an estimated $406K.
  • Cornerstone Wealth Management first reported a position in TE Connectivity in Q4 2021 and held it in 2 quarters.
  • Cornerstone Wealth Management's TE Connectivity position peaked at $406K in Q3 2023.
  • 976 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2023.

Based on Cornerstone Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.