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GoalVest Advisory’s TE Connectivity TEL Stock Holding History

GoalVest Advisory’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
2024
Q2 		– Sell
-18
Closed -$2.61K – 398
2024
Q1 		$2.61K Hold
18
– – ﹤0.01% 362
2023
Q4 		$2.53K Sell
18
-746
-98% -$96K ﹤0.01% 320
2023
Q3 		$94.4K Buy
764
+190
+33% +$25.4K 0.05% 106
2023
Q2 		$80.5K Buy
+574
New +$72.6K 0.04% 113

Other funds holding TEL

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GoalVest Advisory's TEL Position: Q2 2024 in Review

GoalVest Advisory sold out of TE Connectivity (TEL) in Q2 2024, closing a stake of 18 shares — an estimated $2.61K sold.

GoalVest Advisory first reported a position in TEL in Q2 2023 and held it in 4 quarters. The position peaked at $94.4K in Q3 2023. 1,000 funds tracked by Wall St. Rank hold TEL as of Q2 2024.

  • GoalVest Advisory reported no remaining TE Connectivity position as of Q2 2024 after selling out during the quarter.
  • GoalVest Advisory sold 18 TE Connectivity shares in Q2 2024, an estimated $2.61K.
  • GoalVest Advisory first reported a position in TE Connectivity in Q2 2023 and held it in 4 quarters.
  • GoalVest Advisory's TE Connectivity position peaked at $94.4K in Q3 2023.
  • 1,000 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2024.

Based on GoalVest Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.