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Fusion Family Wealth’s TE Connectivity TEL Stock Holding History

Fusion Family Wealth’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
2021
Q2 		– Sell
-50
Closed -$6K – 91
2021
Q1 		$6K Hold
50
– – ﹤0.01% 91
2020
Q4 		$6K Hold
50
– – ﹤0.01% 84
2020
Q3 		$5K Sell
50
-20
-29% -$1.84K ﹤0.01% 88
2020
Q2 		$6K Sell
70
-20
-22% -$1.51K ﹤0.01% 88
2020
Q1 		$6K Buy
90
+40
+80% +$3.42K ﹤0.01% 101
2019
Q4 		$5K Sell
50
-243
-83% -$22.5K ﹤0.01% 111
2019
Q3 		$27K Buy
293
+183
+166% +$16.8K 0.01% 81
2019
Q2 		$11K Buy
110
+60
+120% +$5.41K ﹤0.01% 116
2019
Q1 		$4K Sell
50
-60
-55% -$4.84K ﹤0.01% 129
2018
Q4 		$8K Hold
110
– – ﹤0.01% 191
2018
Q3 		$10K Hold
110
– – ﹤0.01% 194
2018
Q2 		$10K Hold
110
– – ﹤0.01% 211
2018
Q1 		$11K Hold
110
– – ﹤0.01% 199
2017
Q4 		$10K Buy
110
+60
+120% +$5.52K ﹤0.01% 210
2017
Q3 		$4K Sell
50
-60
-55% -$4.82K ﹤0.01% 187
2017
Q2 		$9K Hold
110
– – ﹤0.01% 208
2017
Q1 		$8K Sell
110
-560
-84% -$41.2K ﹤0.01% 213
2016
Q4 		$46K Buy
+670
New +$44.4K 0.03% 129

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Fusion Family Wealth's TEL Position: Q2 2021 in Review

Fusion Family Wealth sold out of TE Connectivity (TEL) in Q2 2021, closing a stake of 50 shares — an estimated $6K sold.

Fusion Family Wealth first reported a position in TEL in Q4 2016 and held it in 18 quarters. The position peaked at $46K in Q4 2016. 820 funds tracked by Wall St. Rank hold TEL as of Q2 2021.

  • Fusion Family Wealth reported no remaining TE Connectivity position as of Q2 2021 after selling out during the quarter.
  • Fusion Family Wealth sold 50 TE Connectivity shares in Q2 2021, an estimated $6K.
  • Fusion Family Wealth first reported a position in TE Connectivity in Q4 2016 and held it in 18 quarters.
  • Fusion Family Wealth's TE Connectivity position peaked at $46K in Q4 2016.
  • 820 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2021.

Based on Fusion Family Wealth's 13F filing for Q2 2021, filed 30 Jul 2021.