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Fortis Capital Advisors’s TE Connectivity TEL Stock Holding History

Fortis Capital 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
2023
Q2 		– Sell
-137
Closed -$18K – 564
2023
Q1 		$18K Hold
137
– – 0.01% 411
2022
Q4 		$15.7K Buy
+137
New +$16.3K 0.01% 435

Other funds holding TEL

Capital World Investors
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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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fortis Capital Advisors's TEL Position: Q2 2023 in Review

Fortis Capital Advisors sold out of TE Connectivity (TEL) in Q2 2023, closing a stake of 137 shares — an estimated $18K sold.

Fortis Capital Advisors first reported a position in TEL in Q4 2022 and held it in 2 quarters. The position peaked at $18K in Q1 2023. 893 funds tracked by Wall St. Rank hold TEL as of Q2 2023.

  • Fortis Capital Advisors reported no remaining TE Connectivity position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 137 TE Connectivity shares in Q2 2023, an estimated $18K.
  • Fortis Capital Advisors first reported a position in TE Connectivity in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's TE Connectivity position peaked at $18K in Q1 2023.
  • 893 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.