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Modera Wealth Management’s Teleflex TFX Stock Holding History

Modera Wealth Management’s Portfolio TFX Stock Details TFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,334
Closed -$565K – 580
2023
Q2 		$565K Buy
+2,334
New +$585K 0.01% 362
2022
Q2 		– Sell
-1,856
Closed -$659K – 366
2022
Q1 		$659K Buy
1,856
+354
+24% +$117K 0.03% 180
2021
Q4 		$493K Buy
1,502
+408
+37% +$139K 0.02% 280
2021
Q3 		$412K Hold
1,094
– – 0.02% 168
2021
Q2 		$440K Hold
1,094
– – 0.02% 156
2021
Q1 		$454K Hold
1,094
– – 0.03% 142
2020
Q4 		$450K Buy
+1,094
New +$404K 0.04% 143

Other funds holding TFX

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Modera Wealth Management's TFX Position: Q3 2023 in Review

Modera Wealth Management sold out of Teleflex (TFX) in Q3 2023, closing a stake of 2,334 shares — an estimated $565K sold.

Modera Wealth Management first reported a position in TFX in Q4 2020 and held it in 7 quarters. The position peaked at $659K in Q1 2022. 478 funds tracked by Wall St. Rank hold TFX as of Q3 2023.

  • Modera Wealth Management reported no remaining Teleflex position as of Q3 2023 after selling out during the quarter.
  • Modera Wealth Management sold 2,334 Teleflex shares in Q3 2023, an estimated $565K.
  • Modera Wealth Management first reported a position in Teleflex in Q4 2020 and held it in 7 quarters.
  • Modera Wealth Management's Teleflex position peaked at $659K in Q1 2022.
  • 478 funds tracked by Wall St. Rank held Teleflex as of Q3 2023.

Based on Modera Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.