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Fortis Advisors’s TE Connectivity TEL Stock Holding History

Fortis Advisors’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
2020
Q4 		– Sell
-2,074
Closed -$229K – 191
2020
Q3 		$203K Sell
2,074
-826
-28% -$76K 0.19% 50
2020
Q2 		$236K Hold
2,900
– – 0.23% 50
2020
Q1 		$183K Buy
+2,900
New +$248K 0.12% 86

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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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fortis Advisors's TEL Position: Q4 2020 in Review

Fortis Advisors sold out of TE Connectivity (TEL) in Q4 2020, closing a stake of 2,074 shares — an estimated $229K sold.

Fortis Advisors first reported a position in TEL in Q1 2020 and held it in 3 quarters. The position peaked at $236K in Q2 2020. 756 funds tracked by Wall St. Rank hold TEL as of Q4 2020.

  • Fortis Advisors reported no remaining TE Connectivity position as of Q4 2020 after selling out during the quarter.
  • Fortis Advisors sold 2,074 TE Connectivity shares in Q4 2020, an estimated $229K.
  • Fortis Advisors first reported a position in TE Connectivity in Q1 2020 and held it in 3 quarters.
  • Fortis Advisors's TE Connectivity position peaked at $236K in Q2 2020.
  • 756 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2020.

Based on Fortis Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.