JWM
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Janiczek Wealth Management’s TE Connectivity TEL Stock Holding History

Janiczek 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 		$287K Sell
1,906
-98
-5% -$14.4K 0.06% 138
2024
Q1 		$291K Buy
2,004
+300
+18% +$42K 0.06% 136
2023
Q4 		$239K Buy
1,704
+155
+10% +$19.9K 0.06% 138
2023
Q3 		$191K Buy
1,549
+20
+1% +$2.67K 0.05% 148
2023
Q2 		$214K Sell
1,529
-25
-2% -$3.16K 0.06% 123
2023
Q1 		$196K Sell
1,554
-44
-3% -$5.57K 0.06% 119
2022
Q4 		$198K Buy
1,598
+103
+7% +$12.2K 0.06% 118
2022
Q3 		$167K Buy
1,495
+789
+112% +$98.2K 0.05% 124
2022
Q2 		$94K Buy
706
+63
+10% +$7.8K 0.03% 214
2022
Q1 		$84K Sell
643
-67
-9% -$9.58K 0.02% 232
2021
Q4 		$115K Buy
710
+108
+18% +$16.7K 0.03% 172
2021
Q3 		$83K Buy
602
+207
+52% +$29.9K 0.03% 200
2021
Q2 		$53K Buy
395
+31
+9% +$4.15K 0.02% 239
2021
Q1 		$47K Buy
364
+88
+32% +$11.3K 0.02% 244
2020
Q4 		$33K Buy
276
+232
+527% +$25.6K 0.02% 267
2020
Q3 		$4K Buy
+44
New +$4.05K ﹤0.01% 406

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

Janiczek Wealth Management's TEL Position: Q2 2024 in Review

Janiczek Wealth Management reduced its TE Connectivity (TEL) stake by 4.9% in Q2 2024, selling an estimated $14.4K and leaving 1,906 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #138.

Janiczek Wealth Management first reported a position in TEL in Q3 2020 and has held it in 16 quarters since. The position peaked at $291K in Q1 2024. 1,000 funds tracked by Wall St. Rank hold TEL as of Q2 2024.

  • Janiczek Wealth Management held 1,906 shares of TE Connectivity worth $287K as of Q2 2024.
  • Janiczek Wealth Management sold 98 TE Connectivity shares in Q2 2024, an estimated $14.4K.
  • TE Connectivity made up 0.06% of Janiczek Wealth Management's portfolio in Q2 2024, its #138 holding.
  • Janiczek Wealth Management first reported a position in TE Connectivity in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's TE Connectivity position peaked at $291K in Q1 2024.
  • 1,000 funds tracked by Wall St. Rank held TE Connectivity as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.