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Curi Wealth Management’s TE Connectivity TEL Stock Holding History

Curi 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
2022
Q3 		– Sell
-61
Closed -$7K – 636
2022
Q2 		$7K Buy
61
+60
+6,000% +$7.43K ﹤0.01% 427
2022
Q1 		$0 Hold
1
– – ﹤0.01% 647
2021
Q4 		$0 Buy
+1
New +$155 ﹤0.01% 599
2021
Q1 		– Sell
-1
Closed – – 441
2020
Q4 		$0 Buy
+1
New +$110 ﹤0.01% 507

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Curi Wealth Management's TEL Position: Q3 2022 in Review

Curi Wealth Management sold out of TE Connectivity (TEL) in Q3 2022, closing a stake of 61 shares — an estimated $7K sold.

Curi Wealth Management first reported a position in TEL in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q2 2022. 862 funds tracked by Wall St. Rank hold TEL as of Q3 2022.

  • Curi Wealth Management reported no remaining TE Connectivity position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 61 TE Connectivity shares in Q3 2022, an estimated $7K.
  • Curi Wealth Management first reported a position in TE Connectivity in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's TE Connectivity position peaked at $7K in Q2 2022.
  • 862 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.