EP Wealth Advisors’s Teleflex TFX Stock Holding History

EP Wealth Advisors’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
2023 Q1	–	Sell	-889	Closed	-$222K	–	707
2022 Q4	$222K	Buy	+889	New	+$196K	﹤0.01%	528

Other funds holding TFX

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

EP Wealth Advisors's TFX Position: Q1 2023 in Review

EP Wealth Advisors sold out of Teleflex (TFX) in Q1 2023, closing a stake of 889 shares — an estimated $222K sold.

EP Wealth Advisors first reported a position in TFX in Q4 2022 and held it in 1 quarter. The position peaked at $222K in Q4 2022. 488 funds tracked by Wall St. Rank hold TFX as of Q1 2023.

EP Wealth Advisors reported no remaining Teleflex position as of Q1 2023 after selling out during the quarter.
EP Wealth Advisors sold 889 Teleflex shares in Q1 2023, an estimated $222K.
EP Wealth Advisors first reported a position in Teleflex in Q4 2022 and held it in 1 quarter.
EP Wealth Advisors's Teleflex position peaked at $222K in Q4 2022.
488 funds tracked by Wall St. Rank held Teleflex as of Q1 2023.

Based on EP Wealth Advisors's 13F filing for Q1 2023, filed 5 Jun 2023.