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Liberty Wealth Management’s TE Connectivity TEL Stock Holding History

Liberty 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
2021
Q4 		– Sell
-154
Closed -$23K – 1003
2021
Q3 		$23K Buy
154
+103
+202% +$14.9K 0.01% 611
2021
Q2 		$7K Buy
51
+1
+2% +$134 ﹤0.01% 737
2021
Q1 		$6K Hold
50
– – ﹤0.01% 682
2020
Q4 		$6K Sell
50
-23
-32% -$2.54K ﹤0.01% 677
2020
Q3 		$7K Hold
73
– – ﹤0.01% 580
2020
Q2 		$6K Sell
73
-206
-74% -$15.5K ﹤0.01% 585
2020
Q1 		$18K Buy
279
+73
+35% +$6.23K 0.02% 376
2019
Q4 		$20K Sell
206
-40
-16% -$3.7K 0.02% 417
2019
Q3 		$23K Buy
246
+1
+0.4% +$92 0.02% 383
2019
Q2 		$24K Buy
245
+1
+0.4% +$90 0.02% 383
2019
Q1 		$19K Buy
244
+71
+41% +$5.73K 0.01% 355
2018
Q4 		$13K Buy
+173
New +$13.3K 0.01% 389

Other funds holding TEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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

Liberty Wealth Management's TEL Position: Q4 2021 in Review

Liberty Wealth Management sold out of TE Connectivity (TEL) in Q4 2021, closing a stake of 154 shares — an estimated $23K sold.

Liberty Wealth Management first reported a position in TEL in Q4 2018 and held it in 12 quarters. The position peaked at $24K in Q2 2019. 935 funds tracked by Wall St. Rank hold TEL as of Q4 2021.

  • Liberty Wealth Management reported no remaining TE Connectivity position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 154 TE Connectivity shares in Q4 2021, an estimated $23K.
  • Liberty Wealth Management first reported a position in TE Connectivity in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's TE Connectivity position peaked at $24K in Q2 2019.
  • 935 funds tracked by Wall St. Rank held TE Connectivity as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.