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LWM
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
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1-Year Est. Return
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35.63%
1-Year Est. Return
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1-Year Est. Return
Dodge & Cox
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$182B AUM
14.68%
1-Year Est. Return
Ameriprise
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$431B AUM
30.22%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Harris Associates
Chicago, Illinois
$74.9B AUM
11.27%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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