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Moss Adams Wealth Advisors’s TE Connectivity TEL Stock Holding History

Moss Adams Wealth 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
2023
Q3 		– Sell
-1,792
Closed -$251K – 174
2023
Q2 		$251K Buy
1,792
+20
+1% +$2.53K 0.08% 77
2023
Q1 		$232K Sell
1,772
-108
-6% -$13.7K 0.08% 84
2022
Q4 		$216K Buy
+1,880
New +$223K 0.11% 95

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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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

Moss Adams Wealth Advisors's TEL Position: Q3 2023 in Review

Moss Adams Wealth Advisors sold out of TE Connectivity (TEL) in Q3 2023, closing a stake of 1,792 shares — an estimated $251K sold.

Moss Adams Wealth Advisors first reported a position in TEL in Q4 2022 and held it in 3 quarters. The position peaked at $251K in Q2 2023. 912 funds tracked by Wall St. Rank hold TEL as of Q3 2023.

  • Moss Adams Wealth Advisors reported no remaining TE Connectivity position as of Q3 2023 after selling out during the quarter.
  • Moss Adams Wealth Advisors sold 1,792 TE Connectivity shares in Q3 2023, an estimated $251K.
  • Moss Adams Wealth Advisors first reported a position in TE Connectivity in Q4 2022 and held it in 3 quarters.
  • Moss Adams Wealth Advisors's TE Connectivity position peaked at $251K in Q2 2023.
  • 912 funds tracked by Wall St. Rank held TE Connectivity as of Q3 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q3 2023, filed 20 Dec 2023.