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Kiely Wealth Advisory Group’s TE Connectivity TEL Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$4.94K Hold
33
– – ﹤0.01% 249
2024
Q3 		$5.08K Hold
33
– – ﹤0.01% 247
2024
Q2 		$4.71K Hold
33
– – ﹤0.01% 234
2024
Q1 		$4.67K Hold
33
– – ﹤0.01% 216
2023
Q4 		$4.76K Buy
+33
New +$4.25K ﹤0.01% 209

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kiely Wealth Advisory Group's TEL Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its TE Connectivity (TEL) position steady in Q4 2024 at 33 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

Kiely Wealth Advisory Group first reported a position in TEL in Q4 2023 and has held it in 5 quarters since. The position peaked at $5.08K in Q3 2024. 1,018 funds tracked by Wall St. Rank hold TEL as of Q4 2024.

  • Kiely Wealth Advisory Group held 33 shares of TE Connectivity worth $4.94K as of Q4 2024.
  • Kiely Wealth Advisory Group left its TE Connectivity share count unchanged in Q4 2024.
  • TE Connectivity made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #249 holding.
  • Kiely Wealth Advisory Group first reported a position in TE Connectivity in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's TE Connectivity position peaked at $5.08K in Q3 2024.
  • 1,018 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.