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Jamison Private Wealth Management’s TE Connectivity TEL Stock Holding History

Jamison Private Wealth Management’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
-5
Closed -$727 – 530
2024
Q1 		$727 Buy
+5
New +$701 ﹤0.01% 441

Other funds holding TEL

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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

Jamison Private Wealth Management's TEL Position: Q2 2024 in Review

Jamison Private Wealth Management sold out of TE Connectivity (TEL) in Q2 2024, closing a stake of 5 shares — an estimated $727 sold.

Jamison Private Wealth Management first reported a position in TEL in Q1 2024 and held it in 1 quarter. The position peaked at $727 in Q1 2024. 1,000 funds tracked by Wall St. Rank hold TEL as of Q2 2024.

  • Jamison Private Wealth Management reported no remaining TE Connectivity position as of Q2 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 5 TE Connectivity shares in Q2 2024, an estimated $727.
  • Jamison Private Wealth Management first reported a position in TE Connectivity in Q1 2024 and held it in 1 quarter.
  • Jamison Private Wealth Management's TE Connectivity position peaked at $727 in Q1 2024.
  • 1,000 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2024.

Based on Jamison Private Wealth Management's 13F filing for Q2 2024, filed 11 Jul 2024.