EWA
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Exencial Wealth Advisors’s Teleflex TFX Stock Holding History

Exencial 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
2024
Q4 		– Sell
-955
Closed -$236K – 517
2024
Q3 		$236K Buy
+955
New +$223K 0.01% 461
2024
Q2 		– Sell
-931
Closed -$211K – 510
2024
Q1 		$211K Sell
931
-9
-1% -$2.14K 0.01% 482
2023
Q4 		$234K Buy
+940
New +$201K 0.01% 452
2023
Q3 		– Sell
-916
Closed -$222K – 440
2023
Q2 		$222K Buy
916
+4
+0.4% +$1K 0.01% 409
2023
Q1 		$231K Buy
+912
New +$221K 0.01% 386
2022
Q3 		– Sell
-905
Closed -$222K – 431
2022
Q2 		$222K Buy
905
+1
+0.1% +$291 0.01% 395
2022
Q1 		$321K Sell
904
-59
-6% -$19.4K 0.02% 352
2021
Q4 		$316K Buy
+963
New +$328K 0.02% 381

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