DWM
TFX icon

Dynasty Wealth Management’s Teleflex TFX Stock Holding History

Dynasty Wealth Management’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
2024
Q4 		– Sell
-939
Closed -$232K – 269
2024
Q3 		$232K Buy
+939
New +$219K 0.01% 215

Other funds holding TFX

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dynasty Wealth Management's TFX Position: Q4 2024 in Review

Dynasty Wealth Management sold out of Teleflex (TFX) in Q4 2024, closing a stake of 939 shares — an estimated $232K sold.

Dynasty Wealth Management first reported a position in TFX in Q3 2024 and held it in 1 quarter. The position peaked at $232K in Q3 2024. 513 funds tracked by Wall St. Rank hold TFX as of Q4 2024.

  • Dynasty Wealth Management reported no remaining Teleflex position as of Q4 2024 after selling out during the quarter.
  • Dynasty Wealth Management sold 939 Teleflex shares in Q4 2024, an estimated $232K.
  • Dynasty Wealth Management first reported a position in Teleflex in Q3 2024 and held it in 1 quarter.
  • Dynasty Wealth Management's Teleflex position peaked at $232K in Q3 2024.
  • 513 funds tracked by Wall St. Rank held Teleflex as of Q4 2024.

Based on Dynasty Wealth Management's 13F filing for Q4 2024, filed 5 Feb 2025.