One Wealth Advisors’s Teleflex TFX Stock Holding History

One Wealth Advisors’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
2024 Q4	–	Sell	-1,214	Closed	-$300K	–	286
2024 Q3	$300K	Buy	1,214 +114	+10%	+$26.6K	0.05%	200
2024 Q2	$253K	Buy	1,100 +50	+5%	+$10.5K	0.05%	183
2024 Q1	$237K	Buy	+1,050	New	+$249K	0.04%	211
2023 Q3	–	Sell	-938	Closed	-$227K	–	222
2023 Q2	$227K	Buy	938 +81	+9%	+$20.3K	0.05%	186
2023 Q1	$217K	Buy	857 +663	+342%	+$161K	0.05%	180
2022 Q4	$48.4K	Buy	+194	New	+$42.8K	0.01%	417
2022 Q2	–	Sell	-588	Closed	-$209K	–	210
2022 Q1	$209K	Buy	+588	New	+$194K	0.05%	190
2019 Q2	–	Sell	-93	Closed	-$28K	–	450
2019 Q1	$28K	Buy	+93	New	+$25.9K	0.02%	250
2018 Q4	–	Sell	-162	Closed	-$43K	–	431
2018 Q3	$43K	Hold	162	–	–	0.03%	277
2018 Q2	$43K	Sell	162 -4	-2%	-$1.07K	0.03%	272
2018 Q1	$42K	Sell	166 -11	-6%	-$2.89K	0.04%	261
2017 Q4	$44K	Buy	+177	New	+$44.5K	0.04%	282

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 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 New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return