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LVW Advisors’s TE Connectivity TEL Stock Holding History

LVW Advisors’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
Q3 		– Sell
-3,382
Closed -$509K – 318
2024
Q2 		$509K Buy
3,382
+492
+17% +$72.2K 0.07% 170
2024
Q1 		$420K Buy
2,890
+1,072
+59% +$150K 0.07% 192
2023
Q4 		$255K Buy
+1,818
New +$234K 0.05% 226
2023
Q2 		– Sell
-3,455
Closed -$453K – 235
2023
Q1 		$453K Sell
3,455
-1
-0% -$127 0.09% 151
2022
Q4 		$397K Hold
3,456
– – 0.08% 164
2022
Q3 		$381K Sell
3,456
-4
-0.1% -$498 0.09% 154
2022
Q2 		$391K Sell
3,460
-4
-0.1% -$495 0.08% 161
2022
Q1 		$454K Buy
3,464
+4
+0.1% +$572 0.08% 154
2021
Q4 		$558K Buy
3,460
+692
+25% +$107K 0.1% 140
2021
Q3 		$380K Buy
+2,768
New +$400K 0.07% 177

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LVW Advisors's TEL Position: Q3 2024 in Review

LVW Advisors sold out of TE Connectivity (TEL) in Q3 2024, closing a stake of 3,382 shares — an estimated $509K sold.

LVW Advisors first reported a position in TEL in Q3 2021 and held it in 10 quarters. The position peaked at $558K in Q4 2021. 906 funds tracked by Wall St. Rank hold TEL as of Q3 2024.

  • LVW Advisors reported no remaining TE Connectivity position as of Q3 2024 after selling out during the quarter.
  • LVW Advisors sold 3,382 TE Connectivity shares in Q3 2024, an estimated $509K.
  • LVW Advisors first reported a position in TE Connectivity in Q3 2021 and held it in 10 quarters.
  • LVW Advisors's TE Connectivity position peaked at $558K in Q4 2021.
  • 906 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2024.

Based on LVW Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.